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Global Wealth Strategies & Associates’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q1 		– Sell
-5
Closed -$704 – 515
2024
Q4 		$704 Sell
5
-1
-17% -$145 ﹤0.01% 361
2024
Q3 		$857 Hold
6
– – ﹤0.01% 327
2024
Q2 		$805 Buy
6
+5
+500% +$666 ﹤0.01% 297
2024
Q1 		$137 Hold
1
– – ﹤0.01% 342
2023
Q4 		$126 Buy
+1
New +$116 ﹤0.01% 306

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Global Wealth Strategies & Associates's VFQY Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard US Quality Factor ETF (VFQY) in Q1 2025, closing a stake of 5 shares — an estimated $704 sold.

Global Wealth Strategies & Associates first reported a position in VFQY in Q4 2023 and held it in 5 quarters. The position peaked at $857 in Q3 2024. 80 funds tracked by Wall St. Rank hold VFQY as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 5 Vanguard US Quality Factor ETF shares in Q1 2025, an estimated $704.
  • Global Wealth Strategies & Associates first reported a position in Vanguard US Quality Factor ETF in Q4 2023 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Vanguard US Quality Factor ETF position peaked at $857 in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.