Milestone Advisory Partners’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Milestone Advisory Partners’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
2022 Q2	–	Sell	-2,588	Closed	-$301K	–	82
2022 Q1	$301K	Sell	2,588 -32,757	-93%	-$3.81M	0.16%	66
2021 Q4	$4.46M	Buy	35,345 +1,335	+4%	+$165K	2.25%	15
2021 Q3	$3.97M	Sell	34,010 -110	-0.3%	-$13.2K	2.34%	16
2021 Q2	$4.06M	Buy	+34,120	New	+$3.97M	2.14%	16

Other funds holding VFQY

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Milestone Advisory Partners's VFQY Position: Q2 2022 in Review

Milestone Advisory Partners sold out of Vanguard US Quality Factor ETF (VFQY) in Q2 2022, closing a stake of 2,588 shares — an estimated $301K sold.

Milestone Advisory Partners first reported a position in VFQY in Q2 2021 and held it in 4 quarters. The position peaked at $4.46M in Q4 2021. 42 funds tracked by Wall St. Rank hold VFQY as of Q2 2022.

Milestone Advisory Partners reported no remaining Vanguard US Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
Milestone Advisory Partners sold 2,588 Vanguard US Quality Factor ETF shares in Q2 2022, an estimated $301K.
Milestone Advisory Partners first reported a position in Vanguard US Quality Factor ETF in Q2 2021 and held it in 4 quarters.
Milestone Advisory Partners's Vanguard US Quality Factor ETF position peaked at $4.46M in Q4 2021.
42 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2022.

Based on Milestone Advisory Partners's 13F filing for Q2 2022, filed 18 Jul 2022.