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Comprehensive Financial Consultants Institutional’s Vanguard US Value Factor ETF VFVA Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-264
Closed -$27K – 485
2021
Q4 		$27K Buy
+264
New +$27.3K 0.02% 282

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SP
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PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 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
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VFVA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2022, closing a stake of 264 shares — an estimated $27K sold.

Comprehensive Financial Consultants Institutional first reported a position in VFVA in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 66 funds tracked by Wall St. Rank hold VFVA as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Vanguard US Value Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 264 Vanguard US Value Factor ETF shares in Q1 2022, an estimated $27K.
  • Comprehensive Financial Consultants Institutional first reported a position in Vanguard US Value Factor ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Vanguard US Value Factor ETF position peaked at $27K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.