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Money Concepts Capital’s Vanguard US Value Factor ETF VFVA Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-266
Closed -$26.2K – 2805
2022
Q4 		$26.2K Buy
266
+44
+20% +$4.33K ﹤0.01% 1534
2022
Q3 		$19K Sell
222
-2
-0.9% -$193 ﹤0.01% 932
2022
Q2 		$21K Hold
224
– – ﹤0.01% 877
2022
Q1 		$24K Buy
+224
New +$23.7K ﹤0.01% 1547

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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Money Concepts Capital's VFVA Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2023, closing a stake of 266 shares — an estimated $26.2K sold.

Money Concepts Capital first reported a position in VFVA in Q1 2022 and held it in 4 quarters. The position peaked at $26.2K in Q4 2022. 71 funds tracked by Wall St. Rank hold VFVA as of Q1 2023.

  • Money Concepts Capital reported no remaining Vanguard US Value Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 266 Vanguard US Value Factor ETF shares in Q1 2023, an estimated $26.2K.
  • Money Concepts Capital first reported a position in Vanguard US Value Factor ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Vanguard US Value Factor ETF position peaked at $26.2K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.