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Geneos Wealth Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Geneos Wealth Management’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
2022
Q3 		– Sell
-17
Closed -$1K – 2587
2022
Q2 		$1K Hold
17
– – ﹤0.01% 2547
2022
Q1 		$1K Hold
17
– – ﹤0.01% 2704
2021
Q4 		$2K Hold
17
– – ﹤0.01% 2613
2021
Q3 		$2K Hold
17
– – ﹤0.01% 2676
2021
Q2 		$2K Hold
17
– – ﹤0.01% 2693
2021
Q1 		$1K Buy
+17
New +$1.84K ﹤0.01% 3071

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Geneos Wealth Management's VFQY Position: Q3 2022 in Review

Geneos Wealth Management sold out of Vanguard US Quality Factor ETF (VFQY) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in VFQY in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 46 funds tracked by Wall St. Rank hold VFQY as of Q3 2022.

  • Geneos Wealth Management reported no remaining Vanguard US Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 17 Vanguard US Quality Factor ETF shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Vanguard US Quality Factor ETF in Q1 2021 and held it in 6 quarters.
  • Geneos Wealth Management's Vanguard US Quality Factor ETF position peaked at $2K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.