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Long Island Wealth Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Long Island Wealth Management’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-852
Closed -$108K – 389
2023
Q4 		$108K Buy
+852
New +$99K 0.08% 94

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Long Island Wealth Management's VFQY Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard US Quality Factor ETF (VFQY) in Q1 2024, closing a stake of 852 shares — an estimated $108K sold.

Long Island Wealth Management first reported a position in VFQY in Q4 2023 and held it in 1 quarter. The position peaked at $108K in Q4 2023. 71 funds tracked by Wall St. Rank hold VFQY as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard US Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 852 Vanguard US Quality Factor ETF shares in Q1 2024, an estimated $108K.
  • Long Island Wealth Management first reported a position in Vanguard US Quality Factor ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard US Quality Factor ETF position peaked at $108K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.