SFA
Sequoia Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3M | Sell |
167,223
-2,870
| -2% | -$1.26M | 0.5% | 46 |
|
|
2025
Q1 | $63.1M | Sell |
170,093
-5,539
| -3% | -$2.05M | 0.49% | 46 |
|
|
2024
Q4 | $72.1M | Buy |
175,632
+14,194
| +9% | +$5.83M | 0.69% | 29 |
|
|
2024
Q3 | $62M | Buy |
161,438
+6,564
| +4% | +$2.52M | 0.66% | 27 |
|
|
2024
Q2 | $58M | Buy |
154,874
+7,656
| +5% | +$2.87M | 0.7% | 27 |
|
|
2024
Q1 | $50.7M | Sell |
147,218
-69,475
| -32% | -$23.9M | 0.63% | 31 |
|
|
2023
Q4 | $67.4M | Buy |
216,693
+57,401
| +36% | +$17.8M | 0.84% | 25 |
|
|
2023
Q3 | $43.4M | Sell |
159,292
-794
| -0.5% | -$216K | 0.76% | 30 |
|
|
2023
Q2 | $45.3M | Buy |
160,086
+154,266
| +2,651% | +$43.7M | 0.78% | 29 |
|
|
2023
Q1 | $1.45M | Sell |
5,820
-477
| -8% | -$119K | 0.03% | 258 |
|
|
2022
Q4 | $1.34M | Buy |
6,297
+2,039
| +48% | +$435K | 0.03% | 249 |
|
|
2022
Q3 | $911K | Sell |
4,258
-27
| -0.6% | -$5.78K | 0.03% | 224 |
|
|
2022
Q2 | $955K | Sell |
4,285
-20
| -0.5% | -$4.46K | 0.03% | 239 |
|
|
2022
Q1 | $1.24M | Buy |
4,305
+555
| +15% | +$160K | 0.03% | 230 |
|
|
2021
Q4 | $1.2M | Buy |
+3,750
| New | +$1.2M | 0.03% | 223 |
|
|
2021
Q3 | – | Sell |
-3,923
| Closed | -$1.13M | – | 456 |
|
|
2021
Q2 | $1.13M | Buy |
3,923
+1,093
| +39% | +$313K | 0.04% | 191 |
|
|
2021
Q1 | $727K | Buy |
2,830
+206
| +8% | +$52.9K | 0.03% | 213 |
|
|
2020
Q4 | $665K | Buy |
2,624
+3
| +0.1% | +$760 | 0.03% | 216 |
|
|
2020
Q3 | $597K | Buy |
2,621
+44
| +2% | +$10K | 0.03% | 205 |
|
|
2020
Q2 | $521K | Sell |
2,577
-701
| -21% | -$142K | 0.03% | 210 |
|
|
2020
Q1 | $514K | Buy |
3,278
+51
| +2% | +$8K | 0.04% | 198 |
|
|
2019
Q4 | $588K | Buy |
3,227
+504
| +19% | +$91.8K | 0.04% | 200 |
|
|
2019
Q3 | $453K | Buy |
2,723
+83
| +3% | +$13.8K | 0.03% | 208 |
|
|
2019
Q2 | $431K | Buy |
2,640
+322
| +14% | +$52.6K | 0.03% | 219 |
|
|
2019
Q1 | $363K | Sell |
2,318
-72
| -3% | -$11.3K | 0.03% | 242 |
|
|
2018
Q4 | $321K | Buy |
2,390
+787
| +49% | +$106K | 0.04% | 198 |
|
|
2018
Q3 | $258K | Buy |
+1,603
| New | +$258K | 0.03% | 256 |
|