Walkner Condon Financial Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Sell	15,936 -1,525	-9%	-$241K	0.33%	69
2025 Q4	$2.63M	Buy	17,461 +238	+1%	+$34.9K	0.37%	64
2025 Q3	$2.48M	Buy	17,223 +133	+0.8%	+$18.5K	0.39%	61
2025 Q2	$2.3M	Sell	17,090 -4,111	-19%	-$521K	0.42%	58
2025 Q1	$2.68M	Sell	21,201 -422	-2%	-$55.7K	0.54%	46
2024 Q4	$2.82M	Sell	21,623 -150	-0.7%	-$20.1K	0.57%	47
2024 Q3	$2.84M	Buy	21,773 +2,518	+13%	+$319K	0.58%	46
2024 Q2	$2.36M	Buy	19,255 +4,513	+31%	+$555K	0.51%	51
2024 Q1	$1.87M	Buy	14,742 +3,382	+30%	+$401K	0.4%	62
2023 Q4	$1.3M	Buy	11,360 +5,270	+87%	+$557K	0.3%	78
2023 Q3	$629K	Buy	6,090 +2,280	+60%	+$241K	0.17%	114
2023 Q2	$396K	Buy	+3,810	New	+$376K	0.1%	152