American Portfolios Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

American Portfolios Advisors’s Portfolio VFMV Stock Details VFMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$66K	Buy	740 +7	+1%	+$685	﹤0.01%	1560
2022 Q2	$70.6K	Hold	733	–	–	﹤0.01%	1584
2022 Q1	$75.8K	Buy	733 +3	+0.4%	+$304	﹤0.01%	1674
2021 Q4	$77.8K	Buy	730 +3	+0.4%	+$307	﹤0.01%	1647
2021 Q3	$71K	Buy	727 +6	+0.8%	+$606	﹤0.01%	1600
2021 Q2	$70.9K	Hold	721	–	–	﹤0.01%	1558
2021 Q1	$67.4K	Buy	721 +1	+0.1%	+$92	﹤0.01%	1475
2020 Q4	$64.4K	Buy	720 +6	+0.8%	+$516	﹤0.01%	1331
2020 Q3	$58.9K	Buy	714 +8	+1%	+$658	﹤0.01%	1263
2020 Q2	$55.9K	Hold	706	–	–	﹤0.01%	1247
2020 Q1	$50.6K	Buy	706 +3	+0.4%	+$260	﹤0.01%	1156
2019 Q4	$64.6K	Buy	703 +569	+425%	+$51.3K	﹤0.01%	1252
2019 Q3	$12K	Buy	+134	New	+$11.9K	﹤0.01%	1867

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

AAM

Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

American Portfolios Advisors's VFMV Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.95% in Q3 2022, buying an estimated $685 and bringing the position to 740 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

American Portfolios Advisors first reported a position in VFMV in Q3 2019 and has held it in 13 quarters since. The position peaked at $77.8K in Q4 2021. 25 funds tracked by Wall St. Rank hold VFMV as of Q3 2022.

American Portfolios Advisors held 740 shares of Vanguard US Minimum Volatility ETF worth $66K as of Q3 2022.
American Portfolios Advisors bought 7 Vanguard US Minimum Volatility ETF shares in Q3 2022, an estimated $685.
Vanguard US Minimum Volatility ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1560 holding.
American Portfolios Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's Vanguard US Minimum Volatility ETF position peaked at $77.8K in Q4 2021.
25 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.