SFA
Sequoia Financial Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359M | Buy |
3,283,557
+36,007
| +1% | +$3.93M | 2.45% | 6 |
|
|
2025
Q1 | $301M | Sell |
3,247,550
-24,456
| -0.7% | -$2.27M | 2.32% | 5 |
|
|
2024
Q4 | $338M | Sell |
3,272,006
-44,664
| -1% | -$4.61M | 3.25% | 3 |
|
|
2024
Q3 | $320M | Buy |
3,316,670
+2,191
| +0.1% | +$211K | 3.43% | 2 |
|
|
2024
Q2 | $311M | Buy |
3,314,479
+39,480
| +1% | +$3.7M | 3.75% | 2 |
|
|
2024
Q1 | $284M | Sell |
3,274,999
-15,990
| -0.5% | -$1.39M | 3.53% | 2 |
|
|
2023
Q4 | $257M | Buy |
3,290,989
+215,713
| +7% | +$16.8M | 3.18% | 3 |
|
|
2023
Q3 | $210M | Sell |
3,075,276
-32,232
| -1% | -$2.21M | 3.69% | 3 |
|
|
2023
Q2 | $220M | Buy |
3,107,508
+169,217
| +6% | +$12M | 3.77% | 3 |
|
|
2023
Q1 | $185M | Buy |
2,938,291
+60,638
| +2% | +$3.81M | 4.11% | 3 |
|
|
2022
Q4 | $159M | Buy |
2,877,653
+380,088
| +15% | +$21M | 3.9% | 4 |
|
|
2022
Q3 | $135M | Buy |
2,497,565
+33,935
| +1% | +$1.84M | 4.27% | 4 |
|
|
2022
Q2 | $139M | Buy |
2,463,630
+73,939
| +3% | +$4.16M | 3.92% | 5 |
|
|
2022
Q1 | $171M | Buy |
2,389,691
+331,463
| +16% | +$23.7M | 4.26% | 4 |
|
|
2021
Q4 | $162M | Buy |
2,058,228
+1,233,650
| +150% | +$96.9M | 4.41% | 3 |
|
|
2021
Q3 | $58.1M | Sell |
824,578
-1,177,112
| -59% | -$83M | 5.91% | 3 |
|
|
2021
Q2 | $140M | Buy |
2,001,690
+1,537,054
| +331% | +$107M | 5.1% | 3 |
|
|
2021
Q1 | $116M | Buy |
464,636
+11,652
| +3% | +$2.91M | 4.86% | 4 |
|
|
2020
Q4 | $112M | Buy |
452,984
+2,034
| +0.5% | +$504K | 5.13% | 4 |
|
|
2020
Q3 | $101M | Buy |
450,950
+3,553
| +0.8% | +$792K | 5.3% | 4 |
|
|
2020
Q2 | $88.3M | Sell |
447,397
-25,208
| -5% | -$4.97M | 5.22% | 4 |
|
|
2020
Q1 | $73.1M | Buy |
472,605
+9,136
| +2% | +$1.41M | 5.4% | 4 |
|
|
2019
Q4 | $83.9M | Buy |
463,469
+19,518
| +4% | +$3.53M | 5.33% | 6 |
|
|
2019
Q3 | $72.9M | Buy |
443,951
+125,623
| +39% | +$20.6M | 5.28% | 6 |
|
|
2019
Q2 | $51.7M | Buy |
318,328
+27,422
| +9% | +$4.45M | 3.84% | 6 |
|
|
2019
Q1 | $45.2M | Buy |
290,906
+32,692
| +13% | +$5.08M | 3.71% | 6 |
|
|
2018
Q4 | $34.7M | Buy |
258,214
+249
| +0.1% | +$33.5K | 4.02% | 5 |
|
|
2018
Q3 | $41.2M | Buy |
257,965
+24,256
| +10% | +$3.88M | 4.1% | 6 |
|
|
2018
Q2 | $34.4M | Sell |
233,709
-7,917
| -3% | -$1.16M | 3.66% | 5 |
|
|
2018
Q1 | $33.8M | Buy |
241,626
+15,847
| +7% | +$2.21M | 3.55% | 5 |
|
|
2017
Q4 | $31.2M | Buy |
225,779
+9,368
| +4% | +$1.29M | 3.28% | 6 |
|
|
2017
Q3 | $27.8M | Buy |
216,411
+13,940
| +7% | +$1.79M | 3.29% | 6 |
|
|
2017
Q2 | $24.6M | Buy |
202,471
+14,387
| +8% | +$1.75M | 3.05% | 6 |
|
|
2017
Q1 | $21.9M | Buy |
188,084
+34,496
| +22% | +$4.03M | 2.79% | 7 |
|
|
2016
Q4 | $16.5M | Buy |
153,588
+17,439
| +13% | +$1.88M | 2.36% | 8 |
|
|
2016
Q3 | $14.5M | Buy |
136,149
+133,509
| +5,057% | +$14.3M | 2.71% | 7 |
|
|
2016
Q2 | $270K | Buy |
+2,640
| New | +$270K | 0.08% | 188 |
|