Gradient Investments’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Gradient Investments’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 Q1	–	Sell	-200	Closed	-$19.7K	–	1647
2022 Q4	$19.7K	Hold	200	–	–	﹤0.01%	692
2022 Q3	$18K	Hold	200	–	–	﹤0.01%	691
2022 Q2	$19K	Hold	200	–	–	﹤0.01%	661
2022 Q1	$21K	Hold	200	–	–	﹤0.01%	646
2021 Q4	$21K	Hold	200	–	–	﹤0.01%	652
2021 Q3	$20K	Hold	200	–	–	﹤0.01%	650
2021 Q2	$20K	Hold	200	–	–	﹤0.01%	641
2021 Q1	$19K	Hold	200	–	–	﹤0.01%	630
2020 Q4	$16K	Hold	200	–	–	﹤0.01%	613
2020 Q3	$16K	Hold	200	–	–	﹤0.01%	618
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	575
2020 Q1	$14K	Hold	200	–	–	﹤0.01%	590
2019 Q4	$18K	Hold	200	–	–	﹤0.01%	584
2019 Q3	$18K	Hold	200	–	–	﹤0.01%	548
2019 Q2	$17K	Hold	200	–	–	﹤0.01%	544
2019 Q1	$17K	Hold	200	–	–	﹤0.01%	473
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	510
2018 Q3	$17K	Hold	200	–	–	﹤0.01%	537
2018 Q2	$16K	Buy	+200	New	+$16K	﹤0.01%	529

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's VFMV Position: Q1 2023 in Review

Gradient Investments sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2023, closing a stake of 200 shares — an estimated $19.7K sold.

Gradient Investments first reported a position in VFMV in Q2 2018 and held it in 19 quarters. The position peaked at $21K in Q1 2022. 31 funds tracked by Wall St. Rank hold VFMV as of Q1 2023.

Gradient Investments reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 200 Vanguard US Minimum Volatility ETF shares in Q1 2023, an estimated $19.7K.
Gradient Investments first reported a position in Vanguard US Minimum Volatility ETF in Q2 2018 and held it in 19 quarters.
Gradient Investments's Vanguard US Minimum Volatility ETF position peaked at $21K in Q1 2022.
31 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.