IHT Wealth Management
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 $424B AUM 22.9% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $660M AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 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.