Kingswood Wealth Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Hold
2,000
0.02% 586
2025
Q1
$268K Sell
2,000
-2,000
-50% -$268K 0.02% 586
2024
Q4
$564K Buy
4,000
+2,000
+100% +$282K 0.04% 406
2024
Q3
$286K Buy
+2,000
New +$286K 0.02% 582