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Calton & Associates’s Vanguard US Value Factor ETF VFVA Stock Holding History

Calton & Associates’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,325
Closed -$461K – 354
2022
Q1 		$461K Buy
+4,325
New +$458K 0.14% 180

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Calton & Associates's VFVA Position: Q2 2022 in Review

Calton & Associates sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2022, closing a stake of 4,325 shares — an estimated $461K sold.

Calton & Associates first reported a position in VFVA in Q1 2022 and held it in 1 quarter. The position peaked at $461K in Q1 2022. 72 funds tracked by Wall St. Rank hold VFVA as of Q2 2022.

  • Calton & Associates reported no remaining Vanguard US Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Calton & Associates sold 4,325 Vanguard US Value Factor ETF shares in Q2 2022, an estimated $461K.
  • Calton & Associates first reported a position in Vanguard US Value Factor ETF in Q1 2022 and held it in 1 quarter.
  • Calton & Associates's Vanguard US Value Factor ETF position peaked at $461K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.