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Creative Financial Designs’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Creative Financial Designs’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
-80
Closed -$11K – 1723
2024
Q1 		$11K Hold
80
– – ﹤0.01% 1116
2023
Q4 		$10.1K Hold
80
– – ﹤0.01% 1093
2023
Q3 		$8.94K Buy
80
+1
+1% +$116 ﹤0.01% 1059
2023
Q2 		$9.04K Hold
79
– – ﹤0.01% 1044
2023
Q1 		$8.55K Hold
79
– – ﹤0.01% 998
2022
Q4 		$8.25K Buy
79
+1
+1% +$105 ﹤0.01% 937
2022
Q3 		$7K Buy
+78
New +$8.14K ﹤0.01% 977

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

Creative Financial Designs's VFQY Position: Q2 2024 in Review

Creative Financial Designs sold out of Vanguard US Quality Factor ETF (VFQY) in Q2 2024, closing a stake of 80 shares — an estimated $11K sold.

Creative Financial Designs first reported a position in VFQY in Q3 2022 and held it in 7 quarters. The position peaked at $11K in Q1 2024. 70 funds tracked by Wall St. Rank hold VFQY as of Q2 2024.

  • Creative Financial Designs reported no remaining Vanguard US Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 80 Vanguard US Quality Factor ETF shares in Q2 2024, an estimated $11K.
  • Creative Financial Designs first reported a position in Vanguard US Quality Factor ETF in Q3 2022 and held it in 7 quarters.
  • Creative Financial Designs's Vanguard US Quality Factor ETF position peaked at $11K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.