Avantax Advisory Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
15,573
+2,214
| +17% | +$284K | 0.01% | 801 |
|
|
2025
Q1 | $1.69M | Sell |
13,359
-151
| -1% | -$19.1K | 0.01% | 833 |
|
|
2024
Q4 | $1.63M | Buy |
13,510
+1,158
| +9% | +$140K | 0.01% | 825 |
|
|
2024
Q3 | $1.5M | Buy |
12,352
+676
| +6% | +$82.2K | 0.01% | 819 |
|
|
2024
Q2 | $1.33M | Buy |
11,676
+426
| +4% | +$48.4K | 0.01% | 833 |
|
|
2024
Q1 | $1.26M | Sell |
11,250
-35,895
| -76% | -$4.02M | 0.01% | 676 |
|
|
2023
Q4 | $4.93M | Buy |
47,145
+726
| +2% | +$76K | 0.05% | 286 |
|
|
2023
Q3 | $4.46M | Buy |
46,419
+4,775
| +11% | +$459K | 0.05% | 282 |
|
|
2023
Q2 | $4.16M | Buy |
41,644
+1,950
| +5% | +$195K | 0.05% | 294 |
|
|
2023
Q1 | $3.91M | Buy |
39,694
+909
| +2% | +$89.4K | 0.05% | 292 |
|
|
2022
Q4 | $3.82M | Buy |
38,785
+190
| +0.5% | +$18.7K | 0.05% | 275 |
|
|
2022
Q3 | $3.44M | Buy |
38,595
+2,632
| +7% | +$235K | 0.05% | 265 |
|
|
2022
Q2 | $3.46M | Buy |
35,963
+1,882
| +6% | +$181K | 0.05% | 263 |
|
|
2022
Q1 | $3.53M | Buy |
34,081
+23,127
| +211% | +$2.39M | 0.05% | 271 |
|
|
2021
Q4 | $1.17M | Sell |
10,954
-630
| -5% | -$67.2K | 0.02% | 491 |
|
|
2021
Q3 | $1.13M | Sell |
11,584
-2,940
| -20% | -$287K | 0.02% | 454 |
|
|
2021
Q2 | $1.43M | Buy |
14,524
+9,368
| +182% | +$920K | 0.03% | 401 |
|
|
2021
Q1 | $482K | Hold |
5,156
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $461K | Hold |
5,156
| – | – | 0.01% | 582 |
|
|
2020
Q3 | $425K | Hold |
5,156
| – | – | 0.01% | 863 |
|
|
2020
Q2 | $408K | Buy |
5,156
+1,077
| +26% | +$85.2K | 0.01% | 534 |
|
|
2020
Q1 | $292K | Buy |
+4,079
| New | +$292K | 0.01% | 582 |
|