SFA
Sequoia Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
3,245
-502
| -13% | -$141K | 0.01% | 715 |
|
|
2025
Q1 | $951K | Sell |
3,747
-308
| -8% | -$78.2K | 0.01% | 630 |
|
|
2024
Q4 | $1.08M | Sell |
4,055
-105
| -3% | -$28K | 0.01% | 556 |
|
|
2024
Q3 | $1.08M | Buy |
4,160
+84
| +2% | +$21.8K | 0.01% | 517 |
|
|
2024
Q2 | $1M | Buy |
4,076
+39
| +1% | +$9.6K | 0.01% | 482 |
|
|
2024
Q1 | $962K | Sell |
4,037
-1,123
| -22% | -$268K | 0.01% | 483 |
|
|
2023
Q4 | $1.12M | Buy |
5,160
+3,029
| +142% | +$657K | 0.01% | 495 |
|
|
2023
Q3 | $415K | Buy |
2,131
+300
| +16% | +$58.4K | 0.01% | 567 |
|
|
2023
Q2 | $369K | Hold |
1,831
| – | – | 0.01% | 616 |
|
|
2023
Q1 | $341K | Sell |
1,831
-4,372
| -70% | -$815K | 0.01% | 580 |
|
|
2022
Q4 | $1.08M | Buy |
6,203
+4,372
| +239% | +$762K | 0.03% | 272 |
|
|
2022
Q3 | $299K | Hold |
1,831
| – | – | 0.01% | 386 |
|
|
2022
Q2 | $315K | Sell |
1,831
-371
| -17% | -$63.8K | 0.01% | 428 |
|
|
2022
Q1 | $456K | Hold |
2,202
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $482K | Buy |
2,202
+371
| +20% | +$81.2K | 0.01% | 331 |
|
|
2021
Q3 | $367K | Sell |
1,831
-371
| -17% | -$74.4K | 0.04% | 182 |
|
|
2021
Q2 | $441K | Hold |
2,202
| – | – | 0.02% | 300 |
|
|
2021
Q1 | $408K | Hold |
2,202
| – | – | 0.02% | 284 |
|
|
2020
Q4 | $386K | Sell |
2,202
-235
| -10% | -$41.2K | 0.02% | 286 |
|
|
2020
Q3 | $377K | Hold |
2,437
| – | – | 0.02% | 264 |
|
|
2020
Q2 | $346K | Buy |
2,437
+371
| +18% | +$52.7K | 0.02% | 272 |
|
|
2020
Q1 | $242K | Buy |
2,066
+235
| +13% | +$27.5K | 0.02% | 302 |
|
|
2019
Q4 | $270K | Hold |
1,831
| – | – | 0.02% | 315 |
|
|
2019
Q3 | $249K | Hold |
1,831
| – | – | 0.02% | 306 |
|
|
2019
Q2 | $247K | Hold |
1,831
| – | – | 0.02% | 310 |
|
|
2019
Q1 | $238K | Hold |
1,831
| – | – | 0.02% | 316 |
|
|
2018
Q4 | $210K | Hold |
1,831
| – | – | 0.02% | 266 |
|
|
2018
Q3 | $244K | Hold |
1,831
| – | – | 0.02% | 262 |
|
|
2018
Q2 | $229K | Hold |
1,831
| – | – | 0.02% | 273 |
|
|
2018
Q1 | $222K | Buy |
+1,831
| New | +$222K | 0.02% | 269 |
|