SFS
Strategic Financial Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,271
| Closed | -$515K | – | 136 |
|
|
2021
Q3 | $515K | Sell |
5,271
-521
| -9% | -$50.9K | 0.04% | 93 |
|
|
2021
Q2 | $570K | Sell |
5,792
-6,965
| -55% | -$685K | 0.05% | 89 |
|
|
2021
Q1 | $1.19M | Sell |
12,757
-6,027
| -32% | -$563K | 0.1% | 74 |
|
|
2020
Q4 | $1.68M | Sell |
18,784
-185,133
| -91% | -$16.6M | 0.15% | 68 |
|
|
2020
Q3 | $16.8M | Sell |
203,917
-3,711
| -2% | -$306K | 1.73% | 13 |
|
|
2020
Q2 | $16.4M | Sell |
207,628
-172,284
| -45% | -$13.6M | 1.82% | 12 |
|
|
2020
Q1 | $27.2M | Buy |
379,912
+81,480
| +27% | +$5.84M | 3.64% | 7 |
|
|
2019
Q4 | $27.4M | Buy |
298,432
+140,045
| +88% | +$12.9M | 3.15% | 7 |
|
|
2019
Q3 | $14.1M | Buy |
158,387
+95,863
| +153% | +$8.56M | 1.81% | 11 |
|
|
2019
Q2 | $5.41M | Buy |
62,524
+18,409
| +42% | +$1.59M | 0.71% | 39 |
|
|
2019
Q1 | $3.64M | Buy |
+44,115
| New | +$3.64M | 0.5% | 59 |
|