AWS
VFQY icon

AJ Wealth Strategies’s Vanguard US Quality Factor ETF VFQY Stock Holding History

AJ Wealth Strategies’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,054
Closed -$3.47M – 316
2022
Q4 		$3.47M Buy
33,054
+28,338
+601% +$2.99M 0.18% 62
2022
Q3 		$449K Buy
+4,716
New +$492K 0.03% 190

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AJ Wealth Strategies's VFQY Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Vanguard US Quality Factor ETF (VFQY) in Q1 2023, closing a stake of 33,054 shares — an estimated $3.47M sold.

AJ Wealth Strategies first reported a position in VFQY in Q3 2022 and held it in 2 quarters. The position peaked at $3.47M in Q4 2022. 54 funds tracked by Wall St. Rank hold VFQY as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Vanguard US Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 33,054 Vanguard US Quality Factor ETF shares in Q1 2023, an estimated $3.47M.
  • AJ Wealth Strategies first reported a position in Vanguard US Quality Factor ETF in Q3 2022 and held it in 2 quarters.
  • AJ Wealth Strategies's Vanguard US Quality Factor ETF position peaked at $3.47M in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.