Vanguard Group’s Siebert Financial SIEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
685,657
+297,632
| +77% | +$1.32M | ﹤0.01% | 3384 |
|
|
2025
Q1 | $1.17M | Buy |
388,025
+19,863
| +5% | +$59.8K | ﹤0.01% | 3667 |
|
|
2024
Q4 | $1.16M | Buy |
368,162
+15,477
| +4% | +$48.9K | ﹤0.01% | 3712 |
|
|
2024
Q3 | $892K | Buy |
352,685
+9,764
| +3% | +$24.7K | ﹤0.01% | 3813 |
|
|
2024
Q2 | $597K | Buy |
342,921
+1,849
| +0.5% | +$3.22K | ﹤0.01% | 3943 |
|
|
2024
Q1 | $720K | Buy |
341,072
+2,124
| +0.6% | +$4.48K | ﹤0.01% | 3913 |
|
|
2023
Q4 | $569K | Buy |
338,948
+4,491
| +1% | +$7.55K | ﹤0.01% | 3992 |
|
|
2023
Q3 | $652K | Hold |
334,457
| – | – | ﹤0.01% | 3980 |
|
|
2023
Q2 | $829K | Buy |
334,457
+178,118
| +114% | +$442K | ﹤0.01% | 3956 |
|
|
2023
Q1 | $299K | Buy |
156,339
+2,885
| +2% | +$5.51K | ﹤0.01% | 4251 |
|
|
2022
Q4 | $209K | Buy |
153,454
+1,749
| +1% | +$2.38K | ﹤0.01% | 4303 |
|
|
2022
Q3 | $225K | Hold |
151,705
| – | – | ﹤0.01% | 4394 |
|
|
2022
Q2 | $235K | Buy |
151,705
+13,727
| +10% | +$21.3K | ﹤0.01% | 4451 |
|
|
2022
Q1 | $298K | Buy |
137,978
+8,413
| +6% | +$18.2K | ﹤0.01% | 4473 |
|
|
2021
Q4 | $301K | Sell |
129,565
-4,661
| -3% | -$10.8K | ﹤0.01% | 4509 |
|
|
2021
Q3 | $450K | Hold |
134,226
| – | – | ﹤0.01% | 4397 |
|
|
2021
Q2 | $645K | Sell |
134,226
-141,189
| -51% | -$678K | ﹤0.01% | 4228 |
|
|
2021
Q1 | $1.12M | Sell |
275,415
-452,798
| -62% | -$1.83M | ﹤0.01% | 3988 |
|
|
2020
Q4 | $3.06M | Sell |
728,213
-39,788
| -5% | -$167K | ﹤0.01% | 3549 |
|
|
2020
Q3 | $2.48M | Sell |
768,001
-80,620
| -10% | -$260K | ﹤0.01% | 3428 |
|
|
2020
Q2 | $4.29M | Sell |
848,621
-28,271
| -3% | -$143K | ﹤0.01% | 3167 |
|
|
2020
Q1 | $6.33M | Buy |
876,892
+494,405
| +129% | +$3.57M | ﹤0.01% | 2849 |
|
|
2019
Q4 | $3.31M | Buy |
382,487
+804
| +0.2% | +$6.96K | ﹤0.01% | 3301 |
|
|
2019
Q3 | $3.51M | Buy |
381,683
+14,382
| +4% | +$132K | ﹤0.01% | 3261 |
|
|
2019
Q2 | $3.31M | Buy |
367,301
+89,317
| +32% | +$804K | ﹤0.01% | 3313 |
|
|
2019
Q1 | $3.28M | Buy |
277,984
+52,934
| +24% | +$625K | ﹤0.01% | 3295 |
|
|
2018
Q4 | $3.25M | Buy |
225,050
+74,950
| +50% | +$1.08M | ﹤0.01% | 3227 |
|
|
2018
Q3 | $2.2M | Buy |
150,100
+97,163
| +184% | +$1.42M | ﹤0.01% | 3497 |
|
|
2018
Q2 | $551K | Buy |
52,937
+25,398
| +92% | +$264K | ﹤0.01% | 3806 |
|
|
2018
Q1 | $232K | Buy |
27,539
+16,440
| +148% | +$138K | ﹤0.01% | 3934 |
|
|
2017
Q4 | $150K | Buy |
+11,099
| New | +$150K | ﹤0.01% | 3967 |
|