GI
VFVA icon

Gradient Investments’s Vanguard US Value Factor ETF VFVA Stock Holding History

Gradient Investments’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$233 – 1819
2023
Q4 		$233 Sell
2
-51
-96% -$5.21K ﹤0.01% 1686
2023
Q3 		$5.26K Buy
53
+51
+2,550% +$5.25K ﹤0.01% 948
2023
Q2 		$204 Hold
2
– – ﹤0.01% 1635
2023
Q1 		$197 Hold
2
– – ﹤0.01% 1385
2022
Q4 		$199 Buy
+2
New +$197 ﹤0.01% 1385

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $296M AUM 25.25% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Gradient Investments's VFVA Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2024, closing a stake of 2 shares — an estimated $233 sold.

Gradient Investments first reported a position in VFVA in Q4 2022 and held it in 5 quarters. The position peaked at $5.26K in Q3 2023. 84 funds tracked by Wall St. Rank hold VFVA as of Q1 2024.

  • Gradient Investments reported no remaining Vanguard US Value Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 2 Vanguard US Value Factor ETF shares in Q1 2024, an estimated $233.
  • Gradient Investments first reported a position in Vanguard US Value Factor ETF in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's Vanguard US Value Factor ETF position peaked at $5.26K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.