Beacon Financial Planning’s Vanguard US Quality Factor ETF VFQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
18,498
-922
| -5% | -$133K | 1.48% | 15 |
|
|
2025
Q1 | $2.6M | Buy |
19,420
+331
| +2% | +$44.2K | 1.49% | 15 |
|
|
2024
Q4 | $2.69M | Buy |
19,089
+491
| +3% | +$69.2K | 1.57% | 14 |
|
|
2024
Q3 | $2.66M | Buy |
18,598
+4,621
| +33% | +$660K | 1.64% | 13 |
|
|
2024
Q2 | $1.87M | Buy |
13,977
+4,899
| +54% | +$657K | 1.27% | 14 |
|
|
2024
Q1 | $1.24M | Buy |
9,078
+4,438
| +96% | +$608K | 0.87% | 14 |
|
|
2023
Q4 | $587K | Buy |
4,640
+1,316
| +40% | +$166K | 0.46% | 20 |
|
|
2023
Q3 | $373K | Buy |
+3,324
| New | +$373K | 0.32% | 20 |
|