Milestone Advisory Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.13M | Buy |
71,265
+14,452
| +25% | +$1.45M | 5.93% | 2 |
|
|
2023
Q2 | $5.66M | Buy |
56,813
+914
| +2% | +$91.1K | 5.12% | 6 |
|
|
2023
Q1 | $5.42M | Buy |
55,899
+425
| +0.8% | +$41.2K | 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% | +$49.2K | 3.69% | 8 |
|
|
2022
Q2 | $5.18M | Sell |
56,072
-2,791
| -5% | -$258K | 4.2% | 7 |
|
|
2022
Q1 | $6.28M | Buy |
58,863
+37,465
| +175% | +$4M | 3.39% | 7 |
|
|
2021
Q4 | $2.25M | Buy |
21,398
+2,154
| +11% | +$226K | 1.14% | 25 |
|
|
2021
Q3 | $1.9M | Buy |
19,244
+1,260
| +7% | +$125K | 1.12% | 26 |
|
|
2021
Q2 | $1.79M | Buy |
+17,984
| New | +$1.79M | 0.95% | 27 |
|