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Cornerstone Planning Group’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Cornerstone Planning Group’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$13.2K – 1345
2024
Q1 		$13.2K Hold
100
– – ﹤0.01% 359
2023
Q4 		$12.6K Hold
100
– – ﹤0.01% 391
2023
Q3 		$11.2K Hold
100
– – ﹤0.01% 399
2023
Q2 		$11.4K Buy
+100
New +$10.8K ﹤0.01% 600
2022
Q4 		$10.8K Buy
+100
New +$10.5K ﹤0.01% 614

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Cornerstone Planning Group's VFQY Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Vanguard US Quality Factor ETF (VFQY) in Q2 2024, closing a stake of 100 shares — an estimated $13.2K sold.

Cornerstone Planning Group first reported a position in VFQY in Q4 2022 and held it in 5 quarters. The position peaked at $13.2K in Q1 2024. 70 funds tracked by Wall St. Rank hold VFQY as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Vanguard US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 100 Vanguard US Quality Factor ETF shares in Q2 2024, an estimated $13.2K.
  • Cornerstone Planning Group first reported a position in Vanguard US Quality Factor ETF in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's Vanguard US Quality Factor ETF position peaked at $13.2K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.