MWM
VFQY icon

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

Melfa 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
2026
Q1 		$246K Buy
1,645
+52
+3% +$8.08K 0.14% 149
2025
Q4 		$244K Buy
1,593
+19
+1% +$2.88K 0.14% 152
2025
Q3 		$237K Buy
1,574
+30
+2% +$4.45K 0.14% 155
2025
Q2 		$222K Buy
1,544
+16
+1% +$2.16K 0.14% 155
2025
Q1 		$204K Sell
1,528
-60
-4% -$8.49K 0.14% 165
2024
Q4 		$224K Buy
1,588
+15
+1% +$2.17K 0.15% 153
2024
Q3 		$225K Sell
1,573
-133
-8% -$18.3K 0.15% 155
2024
Q2 		$229K Sell
1,706
-120
-7% -$16K 0.16% 142
2024
Q1 		$250K Buy
+1,826
New +$237K 0.18% 127
2023
Q2 		– Sell
-2,246
Closed -$243K – 143
2023
Q1 		$243K Buy
2,246
+13
+0.6% +$1.42K 0.24% 97
2022
Q4 		$234K Buy
+2,233
New +$235K 0.24% 94

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return