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

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Burrus Financial Services Salt Lake City, Utah $222M AUM 5.43% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MorganRosel Wealth Management Highlands Ranch, Colorado $296M AUM 25.25% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

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.