SFA
Sequoia Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
52,725
-1,526
| -3% | -$435K | 0.1% | 148 |
|
|
2025
Q1 | $13.9M | Buy |
54,251
+31,475
| +138% | +$8.09M | 0.11% | 164 |
|
|
2024
Q4 | $6.14M | Buy |
22,776
+13,127
| +136% | +$3.54M | 0.06% | 233 |
|
|
2024
Q3 | $2.54M | Buy |
9,649
+3
| +0% | +$790 | 0.03% | 321 |
|
|
2024
Q2 | $2.41M | Sell |
9,646
-53
| -0.5% | -$13.2K | 0.03% | 289 |
|
|
2024
Q1 | $2.33M | Buy |
9,699
+3
| +0% | +$719 | 0.03% | 302 |
|
|
2023
Q4 | $2.12M | Buy |
9,696
+574
| +6% | +$125K | 0.03% | 345 |
|
|
2023
Q3 | $1.79M | Sell |
9,122
-420
| -4% | -$82.2K | 0.03% | 241 |
|
|
2023
Q2 | $1.93M | Buy |
9,542
+2,186
| +30% | +$443K | 0.03% | 245 |
|
|
2023
Q1 | $1.37M | Buy |
7,356
+75
| +1% | +$14K | 0.03% | 266 |
|
|
2022
Q4 | $1.27M | Sell |
7,281
-123
| -2% | -$21.4K | 0.03% | 256 |
|
|
2022
Q3 | $1.21M | Sell |
7,404
-49
| -0.7% | -$8.01K | 0.04% | 198 |
|
|
2022
Q2 | $1.28M | Buy |
7,453
+4
| +0.1% | +$689 | 0.04% | 208 |
|
|
2022
Q1 | $1.55M | Buy |
7,449
+56
| +0.8% | +$11.7K | 0.04% | 210 |
|
|
2021
Q4 | $1.63M | Buy |
+7,393
| New | +$1.63M | 0.04% | 197 |
|
|
2021
Q3 | – | Sell |
-6,120
| Closed | -$1.23M | – | 457 |
|
|
2021
Q2 | $1.23M | Sell |
6,120
-14
| -0.2% | -$2.81K | 0.04% | 183 |
|
|
2021
Q1 | $1.14M | Buy |
6,134
+14
| +0.2% | +$2.6K | 0.05% | 179 |
|
|
2020
Q4 | $1.08M | Hold |
6,120
| – | – | 0.05% | 181 |
|
|
2020
Q3 | $957K | Sell |
6,120
-67
| -1% | -$10.5K | 0.05% | 169 |
|
|
2020
Q2 | $885K | Buy |
6,187
+67
| +1% | +$9.58K | 0.05% | 163 |
|
|
2020
Q1 | $725K | Hold |
6,120
| – | – | 0.05% | 153 |
|
|
2019
Q4 | $905K | Buy |
6,120
+752
| +14% | +$111K | 0.06% | 149 |
|
|
2019
Q3 | $732K | Buy |
+5,368
| New | +$732K | 0.05% | 155 |
|