Steward Partners Investment Advisory’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
130
| – | – | ﹤0.01% | 2992 |
|
|
2025
Q1 | $16.5K | Buy |
+130
| New | +$16.5K | ﹤0.01% | 2890 |
|
|
2021
Q3 | – | Sell |
-594
| Closed | -$58K | – | 3344 |
|
|
2021
Q2 | $58K | Hold |
594
| – | – | ﹤0.01% | 3018 |
|
|
2021
Q1 | $55.5K | Hold |
594
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q4 | $53K | Hold |
594
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q3 | $49K | Sell |
594
-10,431
| -95% | -$860K | ﹤0.01% | 1509 |
|
|
2020
Q2 | $872K | Hold |
11,025
| – | – | 0.02% | 490 |
|
|
2020
Q1 | $789K | Buy |
+11,025
| New | +$789K | 0.03% | 443 |
|