SFC
Strategic Financial Concepts’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
5,358
-4,726
| -47% | -$1.12M | 0.18% | 67 |
|
|
2025
Q1 | $2.24M | Buy |
10,084
+99
| +1% | +$22K | 0.42% | 62 |
|
|
2024
Q4 | $2.4M | Buy |
9,985
+3,552
| +55% | +$853K | 0.46% | 57 |
|
|
2024
Q3 | $1.53M | Sell |
6,433
-1,617,268
| -100% | -$384M | 0.49% | 45 |
|
|
2024
Q2 | $503K | Buy |
1,623,701
+1,617,722
| +27,057% | +$501K | 0.29% | 75 |
|
|
2024
Q1 | $1.37M | Buy |
5,979
+3,658
| +158% | +$836K | 0.33% | 71 |
|
|
2023
Q4 | $495K | Sell |
2,321
-2,750
| -54% | -$587K | 0.29% | 80 |
|
|
2023
Q3 | $959K | Sell |
5,071
-182
| -3% | -$34.4K | 0.32% | 76 |
|
|
2023
Q2 | $1.04M | Buy |
5,253
+85
| +2% | +$16.9K | 0.39% | 69 |
|
|
2023
Q1 | $980K | Buy |
+5,168
| New | +$980K | 0.4% | 65 |
|