VCM
Vision Capital Management’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
97,880
+5,849
| +6% | +$75.7K | 0.17% | 69 |
|
|
2025
Q1 | $1.14M | Sell |
92,031
-10,228
| -10% | -$127K | 0.16% | 69 |
|
|
2024
Q4 | $1.28M | Sell |
102,259
-24,594
| -19% | -$309K | 0.19% | 69 |
|
|
2024
Q3 | $1.63M | Buy |
126,853
+8,706
| +7% | +$112K | 0.23% | 69 |
|
|
2024
Q2 | $1.49M | Buy |
118,147
+200
| +0.2% | +$2.52K | 0.22% | 66 |
|
|
2024
Q1 | $1.48M | Buy |
117,947
+333
| +0.3% | +$4.18K | 0.22% | 72 |
|
|
2023
Q4 | $1.73M | Sell |
117,614
-1,592
| -1% | -$23.4K | 0.27% | 67 |
|
|
2023
Q3 | $1.41M | Sell |
119,206
-3,222
| -3% | -$38.1K | 0.26% | 66 |
|
|
2023
Q2 | $1.54M | Buy |
122,428
+388
| +0.3% | +$4.88K | 0.26% | 65 |
|
|
2023
Q1 | $1.54M | Sell |
122,040
-5,725
| -4% | -$72.3K | 0.28% | 64 |
|
|
2022
Q4 | $1.84M | Sell |
127,765
-33,524
| -21% | -$483K | 0.35% | 61 |
|
|
2022
Q3 | $2.1M | Buy |
161,289
+1,797
| +1% | +$23.4K | 0.43% | 52 |
|
|
2022
Q2 | $2.19M | Buy |
159,492
+1,745
| +1% | +$24K | 0.41% | 54 |
|
|
2022
Q1 | $2.62M | Buy |
157,747
+3,176
| +2% | +$52.7K | 0.43% | 52 |
|
|
2021
Q4 | $2.76M | Sell |
154,571
-562
| -0.4% | -$10K | 0.41% | 48 |
|
|
2021
Q3 | $2.96M | Buy |
155,133
+1,493
| +1% | +$28.5K | 0.48% | 47 |
|
|
2021
Q2 | $3.12M | Sell |
153,640
-2,700
| -2% | -$54.8K | 0.52% | 46 |
|
|
2021
Q1 | $3.19M | Buy |
156,340
+2,543
| +2% | +$51.8K | 0.57% | 46 |
|
|
2020
Q4 | $2.71M | Sell |
153,797
-9,640
| -6% | -$170K | 0.5% | 50 |
|
|
2020
Q3 | $2.4M | Buy |
163,437
+553
| +0.3% | +$8.12K | 0.5% | 48 |
|
|
2020
Q2 | $2.33M | Buy |
162,884
+5,764
| +4% | +$82.5K | 0.53% | 46 |
|
|
2020
Q1 | $2.4M | Buy |
157,120
+13,431
| +9% | +$205K | 0.64% | 40 |
|
|
2019
Q4 | $2.83M | Buy |
143,689
+3,033
| +2% | +$59.7K | 0.66% | 40 |
|
|
2019
Q3 | $2.54M | Buy |
140,656
+21,759
| +18% | +$392K | 0.66% | 44 |
|
|
2019
Q2 | $2.15M | Sell |
118,897
-970
| -0.8% | -$17.5K | 0.56% | 48 |
|
|
2019
Q1 | $1.97M | Buy |
119,867
+1,580
| +1% | +$26K | 0.55% | 49 |
|
|
2018
Q4 | $1.91M | Buy |
118,287
+4,354
| +4% | +$70.2K | 0.6% | 48 |
|
|
2018
Q3 | $1.71M | Sell |
113,933
-485
| -0.4% | -$7.28K | 0.46% | 52 |
|
|
2018
Q2 | $1.8M | Buy |
114,418
+55,549
| +94% | +$876K | 0.53% | 50 |
|
|
2018
Q1 | $865K | Buy |
+58,869
| New | +$865K | 0.26% | 60 |
|