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International Assets Investment Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

International Assets Investment Management’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
Q2 		– Sell
-2,000
Closed -$197K – 1080
2023
Q1 		$197K Buy
+2,000
New +$197K 0.03% 485

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
UB
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

International Assets Investment Management's VFMV Position: Q2 2023 in Review

International Assets Investment Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2023, closing a stake of 2,000 shares — an estimated $197K sold.

International Assets Investment Management first reported a position in VFMV in Q1 2023 and held it in 1 quarter. The position peaked at $197K in Q1 2023. 33 funds tracked by Wall St. Rank hold VFMV as of Q2 2023.

  • International Assets Investment Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • International Assets Investment Management sold 2,000 Vanguard US Minimum Volatility ETF shares in Q2 2023, an estimated $197K.
  • International Assets Investment Management first reported a position in Vanguard US Minimum Volatility ETF in Q1 2023 and held it in 1 quarter.
  • International Assets Investment Management's Vanguard US Minimum Volatility ETF position peaked at $197K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.