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Investors Asset Management of Georgia’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-1,475
Closed -$132K – 502
2022
Q3 		$132K Hold
1,475
– – 0.07% 188
2022
Q2 		$142K Buy
+1,475
New +$147K 0.07% 173

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 $709M AUM 19.96% 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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investors Asset Management of Georgia's VFMV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2022, closing a stake of 1,475 shares — an estimated $132K sold.

Investors Asset Management of Georgia first reported a position in VFMV in Q2 2022 and held it in 2 quarters. The position peaked at $142K in Q2 2022. 35 funds tracked by Wall St. Rank hold VFMV as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,475 Vanguard US Minimum Volatility ETF shares in Q4 2022, an estimated $132K.
  • Investors Asset Management of Georgia first reported a position in Vanguard US Minimum Volatility ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard US Minimum Volatility ETF position peaked at $142K in Q2 2022.
  • 35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.