Steward Partners Investment Advisory’s Vanguard US Multifactor ETF VFMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
215
| – | – | ﹤0.01% | 2755 |
|
|
2025
Q1 | $27.2K | Hold |
215
| – | – | ﹤0.01% | 2665 |
|
|
2024
Q4 | $28.1K | Hold |
215
| – | – | ﹤0.01% | 2619 |
|
|
2024
Q3 | $28K | Hold |
215
| – | – | ﹤0.01% | 2502 |
|
|
2024
Q2 | $26.3K | Hold |
215
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q1 | $27.3K | Hold |
215
| – | – | ﹤0.01% | 2382 |
|
|
2023
Q4 | $24.7K | Hold |
215
| – | – | ﹤0.01% | 2308 |
|
|
2023
Q3 | $22.2K | Hold |
215
| – | – | ﹤0.01% | 2255 |
|
|
2023
Q2 | $22.3K | Hold |
215
| – | – | ﹤0.01% | 2238 |
|
|
2023
Q1 | $21.3K | Sell |
215
-19
| -8% | -$1.88K | ﹤0.01% | 2225 |
|
|
2022
Q4 | $23.1K | Buy |
234
+19
| +9% | +$1.88K | ﹤0.01% | 2176 |
|
|
2022
Q3 | $19K | Hold |
215
| – | – | ﹤0.01% | 2255 |
|
|
2022
Q2 | $19K | Hold |
215
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q1 | $22K | Hold |
215
| – | – | ﹤0.01% | 2321 |
|
|
2021
Q4 | $23K | Hold |
215
| – | – | ﹤0.01% | 2267 |
|
|
2021
Q3 | $21K | Hold |
215
| – | – | ﹤0.01% | 2312 |
|
|
2021
Q2 | $22K | Hold |
215
| – | – | ﹤0.01% | 4972 |
|
|
2021
Q1 | $20.8K | Hold |
215
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q4 | $18K | Hold |
215
| – | – | ﹤0.01% | 2102 |
|
|
2020
Q3 | $15K | Sell |
215
-245
| -53% | -$17.1K | ﹤0.01% | 1993 |
|
|
2020
Q2 | $31K | Hold |
460
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q1 | $25K | Hold |
460
| – | – | ﹤0.01% | 1530 |
|
|
2019
Q4 | $37K | Hold |
460
| – | – | ﹤0.01% | 1534 |
|
|
2019
Q3 | $34K | Hold |
460
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q2 | $34K | Buy |
+460
| New | +$34K | ﹤0.01% | 1486 |
|
|
2018
Q4 | – | Sell |
-245
| Closed | -$20K | – | 2105 |
|
|
2018
Q3 | $20K | Buy |
+245
| New | +$20K | ﹤0.01% | 1559 |
|