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Global Wealth Strategies & Associates’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q4 		– Sell
-12
Closed -$1.15K – 359
2023
Q3 		$1.15K Hold
12
– – ﹤0.01% 282
2023
Q2 		$1.2K Hold
12
– – ﹤0.01% 271
2023
Q1 		$1.18K Buy
+12
New +$1.19K ﹤0.01% 290

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Global Wealth Strategies & Associates's VFMV Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2023, closing a stake of 12 shares — an estimated $1.15K sold.

Global Wealth Strategies & Associates first reported a position in VFMV in Q1 2023 and held it in 3 quarters. The position peaked at $1.2K in Q2 2023. 39 funds tracked by Wall St. Rank hold VFMV as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 Vanguard US Minimum Volatility ETF shares in Q4 2023, an estimated $1.15K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard US Minimum Volatility ETF in Q1 2023 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Vanguard US Minimum Volatility ETF position peaked at $1.2K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.