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Market Street Wealth Management Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Market Street Wealth Management Advisors’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
2023
Q1 		– Sell
-3,232
Closed -$318K – 94
2022
Q4 		$318K Sell
3,232
-3,160
-49% -$308K 0.09% 83
2022
Q3 		$570K Buy
6,392
+684
+12% +$66.9K 0.18% 68
2022
Q2 		$550K Buy
+5,708
New +$568K 0.17% 66

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 $914M AUM 18.14% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Market Street Wealth Management Advisors's VFMV Position: Q1 2023 in Review

Market Street Wealth Management Advisors sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2023, closing a stake of 3,232 shares — an estimated $318K sold.

Market Street Wealth Management Advisors first reported a position in VFMV in Q2 2022 and held it in 3 quarters. The position peaked at $570K in Q3 2022. 31 funds tracked by Wall St. Rank hold VFMV as of Q1 2023.

  • Market Street Wealth Management Advisors reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 3,232 Vanguard US Minimum Volatility ETF shares in Q1 2023, an estimated $318K.
  • Market Street Wealth Management Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q2 2022 and held it in 3 quarters.
  • Market Street Wealth Management Advisors's Vanguard US Minimum Volatility ETF position peaked at $570K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2023.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.