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Brown Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Brown Wealth Management’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
2024
Q2 		– Sell
-2,150
Closed -$241K – 97
2024
Q1 		$241K Hold
2,150
– – 0.1% 79
2023
Q4 		$225K Hold
2,150
– – 0.1% 78
2023
Q3 		$207K Hold
2,150
– – 0.1% 76
2023
Q2 		$215K Buy
+2,150
New +$212K 0.11% 85

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brown Wealth Management's VFMV Position: Q2 2024 in Review

Brown Wealth Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2024, closing a stake of 2,150 shares — an estimated $241K sold.

Brown Wealth Management first reported a position in VFMV in Q2 2023 and held it in 4 quarters. The position peaked at $241K in Q1 2024. 33 funds tracked by Wall St. Rank hold VFMV as of Q2 2024.

  • Brown Wealth Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • Brown Wealth Management sold 2,150 Vanguard US Minimum Volatility ETF shares in Q2 2024, an estimated $241K.
  • Brown Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q2 2023 and held it in 4 quarters.
  • Brown Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $241K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2024.

Based on Brown Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.