SFWC
Strategic Family Wealth Counselors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
10,306
-865
| -8% | -$205K | 0.7% | 37 |
|
|
2025
Q1 | $2.48M | Buy |
11,171
+369
| +3% | +$81.8K | 0.81% | 37 |
|
|
2024
Q4 | $2.6M | Buy |
10,802
+722
| +7% | +$173K | 0.85% | 36 |
|
|
2024
Q3 | $2.39M | Sell |
10,080
-156
| -2% | -$37K | 0.84% | 35 |
|
|
2024
Q2 | $2.23M | Buy |
10,236
+119
| +1% | +$25.9K | 0.85% | 34 |
|
|
2024
Q1 | $2.31M | Buy |
10,117
+54
| +0.5% | +$12.3K | 0.91% | 33 |
|
|
2023
Q4 | $2.15M | Buy |
10,063
+535
| +6% | +$114K | 0.9% | 31 |
|
|
2023
Q3 | $1.8M | Sell |
9,528
-754
| -7% | -$143K | 0.87% | 32 |
|
|
2023
Q2 | $2.04M | Sell |
10,282
-112
| -1% | -$22.3K | 0.94% | 30 |
|
|
2023
Q1 | $1.97M | Sell |
10,394
-262
| -2% | -$49.7K | 0.93% | 30 |
|
|
2022
Q4 | $1.96M | Sell |
10,656
-517
| -5% | -$94.9K | 0.97% | 33 |
|
|
2022
Q3 | $1.91M | Buy |
11,173
+986
| +10% | +$169K | 0.94% | 27 |
|
|
2022
Q2 | $1.79M | Buy |
10,187
+962
| +10% | +$169K | 0.86% | 29 |
|
|
2022
Q1 | $1.96M | Buy |
9,225
+819
| +10% | +$174K | 0.79% | 31 |
|
|
2021
Q4 | $1.9M | Buy |
8,406
+1,856
| +28% | +$420K | 0.61% | 34 |
|
|
2021
Q3 | $1.43M | Buy |
6,550
+118
| +2% | +$25.8K | 0.49% | 32 |
|
|
2021
Q2 | $1.45M | Buy |
6,432
+251
| +4% | +$56.5K | 0.47% | 31 |
|
|
2021
Q1 | $1.32M | Sell |
6,181
-3
| -0% | -$642 | 0.5% | 33 |
|
|
2020
Q4 | $1.2M | Buy |
6,184
+55
| +0.9% | +$10.7K | 0.62% | 30 |
|
|
2020
Q3 | $943K | Buy |
6,129
+290
| +5% | +$44.6K | 0.53% | 32 |
|
|
2020
Q2 | $851K | Buy |
5,839
+1,410
| +32% | +$205K | 0.54% | 33 |
|
|
2020
Q1 | $511K | Sell |
4,429
-4,444
| -50% | -$513K | 0.38% | 38 |
|
|
2019
Q4 | $1.47M | Buy |
8,873
+2,443
| +38% | +$405K | 1.19% | 22 |
|
|
2019
Q3 | $990K | Buy |
6,430
+324
| +5% | +$49.9K | 0.75% | 26 |
|
|
2019
Q2 | $957K | Buy |
6,106
+219
| +4% | +$34.3K | 0.74% | 26 |
|
|
2019
Q1 | $900K | Buy |
5,887
+2,876
| +96% | +$440K | 0.73% | 24 |
|
|
2018
Q4 | $397K | Buy |
+3,011
| New | +$397K | 0.45% | 39 |
|