IWM
VFMF icon

IHT Wealth Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

IHT Wealth Management’s Portfolio VFMF Stock Details VFMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,386
Closed -$435K – 1024
2023
Q1 		$435K Buy
+4,386
New +$445K 0.02% 553

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $689M AUM 14.6% 1-Year Est. Return

IHT Wealth Management's VFMF Position: Q2 2023 in Review

IHT Wealth Management sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2023, closing a stake of 4,386 shares — an estimated $435K sold.

IHT Wealth Management first reported a position in VFMF in Q1 2023 and held it in 1 quarter. The position peaked at $435K in Q1 2023. 44 funds tracked by Wall St. Rank hold VFMF as of Q2 2023.

  • IHT Wealth Management reported no remaining Vanguard US Multifactor ETF position as of Q2 2023 after selling out during the quarter.
  • IHT Wealth Management sold 4,386 Vanguard US Multifactor ETF shares in Q2 2023, an estimated $435K.
  • IHT Wealth Management first reported a position in Vanguard US Multifactor ETF in Q1 2023 and held it in 1 quarter.
  • IHT Wealth Management's Vanguard US Multifactor ETF position peaked at $435K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.