FAG
VFMV icon

Fortitude Advisory Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-20
Closed -$2K – 1251
2022
Q1 		$2K Hold
20
– – ﹤0.01% 1377
2021
Q4 		$2K Buy
+20
New +$2.05K ﹤0.01% 1411

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Fortitude Advisory Group's VFMV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2022, closing a stake of 20 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in VFMV in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 25 funds tracked by Wall St. Rank hold VFMV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 20 Vanguard US Minimum Volatility ETF shares in Q2 2022, an estimated $2K.
  • Fortitude Advisory Group first reported a position in Vanguard US Minimum Volatility ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard US Minimum Volatility ETF position peaked at $2K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.