SFA
Sequoia Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08B | Buy |
3,555,236
+96,600
| +3% | +$29.4M | 7.39% | 1 |
|
|
2025
Q1 | $951M | Buy |
3,458,636
+249,717
| +8% | +$68.6M | 7.32% | 1 |
|
|
2024
Q4 | $930M | Buy |
3,208,919
+226,887
| +8% | +$65.8M | 8.95% | 1 |
|
|
2024
Q3 | $844M | Buy |
2,982,032
+50,777
| +2% | +$14.4M | 9.06% | 1 |
|
|
2024
Q2 | $784M | Buy |
2,931,255
+114,647
| +4% | +$30.7M | 9.45% | 1 |
|
|
2024
Q1 | $732M | Buy |
2,816,608
+114,402
| +4% | +$29.7M | 9.1% | 1 |
|
|
2023
Q4 | $641M | Buy |
2,702,206
+222,507
| +9% | +$52.8M | 7.95% | 1 |
|
|
2023
Q3 | $527M | Buy |
2,479,699
+11,003
| +0.4% | +$2.34M | 9.23% | 1 |
|
|
2023
Q2 | $544M | Buy |
2,468,696
+213,139
| +9% | +$47M | 9.33% | 1 |
|
|
2023
Q1 | $460M | Buy |
2,255,557
+54,319
| +2% | +$11.1M | 10.23% | 1 |
|
|
2022
Q4 | $421M | Buy |
2,201,238
+166,813
| +8% | +$31.9M | 10.34% | 1 |
|
|
2022
Q3 | $365M | Sell |
2,034,425
-9,891
| -0.5% | -$1.78M | 11.51% | 1 |
|
|
2022
Q2 | $386M | Buy |
2,044,316
+10,988
| +0.5% | +$2.07M | 10.91% | 1 |
|
|
2022
Q1 | $463M | Buy |
2,033,328
+202,296
| +11% | +$46.1M | 11.57% | 1 |
|
|
2021
Q4 | $442M | Buy |
1,831,032
+1,168,628
| +176% | +$282M | 12.05% | 1 |
|
|
2021
Q3 | $147M | Sell |
662,404
-1,079,049
| -62% | -$240M | 14.95% | 1 |
|
|
2021
Q2 | $388M | Sell |
1,741,453
-76,519
| -4% | -$17M | 14.16% | 1 |
|
|
2021
Q1 | $376M | Buy |
1,817,972
+106,518
| +6% | +$22M | 15.73% | 1 |
|
|
2020
Q4 | $333M | Buy |
1,711,454
+61,818
| +4% | +$12M | 15.23% | 1 |
|
|
2020
Q3 | $281M | Buy |
1,649,636
+53,182
| +3% | +$9.06M | 14.82% | 1 |
|
|
2020
Q2 | $250M | Buy |
1,596,454
+122,359
| +8% | +$19.2M | 14.78% | 1 |
|
|
2020
Q1 | $190M | Buy |
1,474,095
+217,185
| +17% | +$28M | 14.03% | 1 |
|
|
2019
Q4 | $206M | Buy |
1,256,910
+82,511
| +7% | +$13.5M | 13.06% | 1 |
|
|
2019
Q3 | $177M | Buy |
1,174,399
+184,238
| +19% | +$27.8M | 12.84% | 1 |
|
|
2019
Q2 | $149M | Buy |
990,161
+83,977
| +9% | +$12.6M | 11.05% | 2 |
|
|
2019
Q1 | $131M | Buy |
906,184
+247,950
| +38% | +$35.9M | 10.77% | 2 |
|
|
2018
Q4 | $84M | Buy |
658,234
+83,619
| +15% | +$10.7M | 9.72% | 2 |
|
|
2018
Q3 | $86M | Sell |
574,615
-49,407
| -8% | -$7.39M | 8.54% | 2 |
|
|
2018
Q2 | $87.6M | Buy |
624,022
+7,915
| +1% | +$1.11M | 9.33% | 2 |
|
|
2018
Q1 | $83.6M | Buy |
616,107
+37,970
| +7% | +$5.15M | 8.8% | 2 |
|
|
2017
Q4 | $79.3M | Sell |
578,137
-29,248
| -5% | -$4.01M | 8.36% | 2 |
|
|
2017
Q3 | $78.7M | Buy |
607,385
+31,081
| +5% | +$4.03M | 9.32% | 2 |
|
|
2017
Q2 | $71.7M | Buy |
576,304
+18,879
| +3% | +$2.35M | 8.89% | 2 |
|
|
2017
Q1 | $67.6M | Buy |
557,425
+73,067
| +15% | +$8.86M | 8.6% | 1 |
|
|
2016
Q4 | $55.9M | Buy |
484,358
+61,420
| +15% | +$7.08M | 7.99% | 1 |
|
|
2016
Q3 | $47.1M | Buy |
+422,938
| New | +$47.1M | 8.78% | 1 |
|
|
2015
Q4 | – | Sell |
-2,036
| Closed | -$201K | – | 184 |
|
|
2015
Q3 | $201K | Buy |
+2,036
| New | +$201K | 0.09% | 161 |
|
|
2015
Q2 | – | Sell |
-2,078
| Closed | -$223K | – | 202 |
|
|
2015
Q1 | $223K | Buy |
+2,078
| New | +$223K | 0.1% | 158 |
|