Capital Asset Advisory Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-856	Closed	-$77K	–	1475
2020 Q4	$77K	Buy	+856	New	+$73.6K	0.01%	521
2020 Q1	–	Sell	-4,658	Closed	-$436K	–	612
2019 Q4	$436K	Buy	+4,658	New	+$420K	0.1%	192

Other funds holding VFMV

AHC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Capital Asset Advisory Services's VFMV Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2021, closing a stake of 856 shares — an estimated $77K sold.

Capital Asset Advisory Services first reported a position in VFMV in Q4 2019 and held it in 2 quarters. The position peaked at $436K in Q4 2019. 30 funds tracked by Wall St. Rank hold VFMV as of Q1 2021.

Capital Asset Advisory Services reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 856 Vanguard US Minimum Volatility ETF shares in Q1 2021, an estimated $77K.
Capital Asset Advisory Services first reported a position in Vanguard US Minimum Volatility ETF in Q4 2019 and held it in 2 quarters.
Capital Asset Advisory Services's Vanguard US Minimum Volatility ETF position peaked at $436K in Q4 2019.
30 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.