Walkner Condon Financial Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
17,090
-4,111
| -19% | -$553K | 0.42% | 58 |
|
|
2025
Q1 | $2.68M | Sell |
21,201
-422
| -2% | -$53.3K | 0.54% | 46 |
|
|
2024
Q4 | $2.82M | Sell |
21,623
-150
| -0.7% | -$19.6K | 0.57% | 47 |
|
|
2024
Q3 | $2.84M | Buy |
21,773
+2,518
| +13% | +$328K | 0.58% | 46 |
|
|
2024
Q2 | $2.36M | Buy |
19,255
+4,513
| +31% | +$552K | 0.51% | 51 |
|
|
2024
Q1 | $1.87M | Buy |
14,742
+3,382
| +30% | +$429K | 0.4% | 62 |
|
|
2023
Q4 | $1.3M | Buy |
11,360
+5,270
| +87% | +$605K | 0.3% | 78 |
|
|
2023
Q3 | $629K | Buy |
6,090
+2,280
| +60% | +$235K | 0.17% | 114 |
|
|
2023
Q2 | $396K | Buy |
+3,810
| New | +$396K | 0.1% | 152 |
|