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Legacy Capital Group California’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Legacy Capital Group California’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,331
Closed -$297K – 317
2023
Q4 		$297K Buy
+7,331
New +$274K 0.11% 219

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Legacy Capital Group California's QVAL Position: Q1 2024 in Review

Legacy Capital Group California sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2024, closing a stake of 7,331 shares — an estimated $297K sold.

Legacy Capital Group California first reported a position in QVAL in Q4 2023 and held it in 1 quarter. The position peaked at $297K in Q4 2023. 56 funds tracked by Wall St. Rank hold QVAL as of Q1 2024.

  • Legacy Capital Group California reported no remaining Alpha Architect US Quantitative Value ETF position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 7,331 Alpha Architect US Quantitative Value ETF shares in Q1 2024, an estimated $297K.
  • Legacy Capital Group California first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Alpha Architect US Quantitative Value ETF position peaked at $297K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.