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EverSource Wealth Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

EverSource Wealth Advisors’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
2024
Q3 		– Sell
-284
Closed -$33.5K – 3131
2024
Q2 		$33.5K Buy
+284
New +$31.6K ﹤0.01% 1277

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's VFMV Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2024, closing a stake of 284 shares — an estimated $33.5K sold.

EverSource Wealth Advisors first reported a position in VFMV in Q2 2024 and held it in 1 quarter. The position peaked at $33.5K in Q2 2024. 38 funds tracked by Wall St. Rank hold VFMV as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 284 Vanguard US Minimum Volatility ETF shares in Q3 2024, an estimated $33.5K.
  • EverSource Wealth Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Vanguard US Minimum Volatility ETF position peaked at $33.5K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.