MAP
VFVA icon

Milestone Advisory Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History

Milestone Advisory Partners’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
2023
Q3 		$7.13M Buy
71,265
+14,452
+25% +$1.49M 5.93% 2
2023
Q2 		$5.66M Buy
56,813
+914
+2% +$87.7K 5.12% 6
2023
Q1 		$5.42M Buy
55,899
+425
+0.8% +$43.7K 5% 3
2022
Q4 		$5.47M Sell
55,474
-1,165
-2% -$115K 4.07% 5
2022
Q3 		$4.92M Buy
56,639
+567
+1% +$54.8K 3.69% 8
2022
Q2 		$5.18M Sell
56,072
-2,791
-5% -$282K 4.2% 7
2022
Q1 		$6.28M Buy
58,863
+37,465
+175% +$3.96M 3.39% 7
2021
Q4 		$2.25M Buy
21,398
+2,154
+11% +$223K 1.14% 25
2021
Q3 		$1.9M Buy
19,244
+1,260
+7% +$124K 1.12% 26
2021
Q2 		$1.79M Buy
+17,984
New +$1.79M 0.95% 27

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Milestone Advisory Partners's VFVA Position: Q3 2023 in Review

Milestone Advisory Partners increased its Vanguard US Value Factor ETF (VFVA) stake by 25% in Q3 2023, buying an estimated $1.49M and bringing the position to 71,265 shares worth $7.13M. The position accounts for 5.93% of the portfolio, ranked #2.

Milestone Advisory Partners first reported a position in VFVA in Q2 2021 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold VFVA as of Q3 2023.

  • Milestone Advisory Partners held 71,265 shares of Vanguard US Value Factor ETF worth $7.13M as of Q3 2023.
  • Milestone Advisory Partners bought 14,452 Vanguard US Value Factor ETF shares in Q3 2023, an estimated $1.49M.
  • Vanguard US Value Factor ETF made up 5.93% of Milestone Advisory Partners's portfolio in Q3 2023, its #2 holding.
  • Milestone Advisory Partners first reported a position in Vanguard US Value Factor ETF in Q2 2021 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.