Lido Advisors
VFVA icon

Lido Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Lido Advisors’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-56,188
Closed -$5.31M – 953
2021
Q1 		$5.31M Buy
+56,188
New +$4.95M 0.09% 130

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Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Paragon Wealth Strategies
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Soundmark Wealth Management
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return
Fortis Advisors
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors's VFVA Position: Q2 2021 in Review

Lido Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2021, closing a stake of 56,188 shares — an estimated $5.31M sold.

Lido Advisors first reported a position in VFVA in Q1 2021 and held it in 1 quarter. The position peaked at $5.31M in Q1 2021. 52 funds tracked by Wall St. Rank hold VFVA as of Q2 2021.

  • Lido Advisors reported no remaining Vanguard US Value Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Lido Advisors sold 56,188 Vanguard US Value Factor ETF shares in Q2 2021, an estimated $5.31M.
  • Lido Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2021 and held it in 1 quarter.
  • Lido Advisors's Vanguard US Value Factor ETF position peaked at $5.31M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2021.

Based on Lido Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.