SFS
Strategic Financial Services’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$236K | – | 138 |
|
|
2024
Q1 | $236K | Sell |
3,000
-800
| -21% | -$62.9K | 0.02% | 119 |
|
|
2023
Q4 | $276K | Hold |
3,800
| – | – | 0.02% | 108 |
|
|
2023
Q3 | $253K | Hold |
3,800
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $268K | Buy |
3,800
+150
| +4% | +$10.6K | 0.02% | 113 |
|
|
2023
Q1 | $244K | Hold |
3,650
| – | – | 0.02% | 112 |
|
|
2022
Q4 | $243K | Buy |
+3,650
| New | +$243K | 0.02% | 117 |
|