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Peak Financial Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Peak Financial Advisors’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
2021
Q3 		– Sell
-8,362
Closed -$834K – 82
2021
Q2 		$834K Buy
8,362
+120
+1% +$11.9K 0.72% 38
2021
Q1 		$779K Sell
8,242
-1,620
-16% -$143K 0.66% 40
2020
Q4 		$770K Buy
+9,862
New +$703K 0.66% 39

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peak Financial Advisors's VFVA Position: Q3 2021 in Review

Peak Financial Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2021, closing a stake of 8,362 shares — an estimated $834K sold.

Peak Financial Advisors first reported a position in VFVA in Q4 2020 and held it in 3 quarters. The position peaked at $834K in Q2 2021. 51 funds tracked by Wall St. Rank hold VFVA as of Q3 2021.

  • Peak Financial Advisors reported no remaining Vanguard US Value Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 8,362 Vanguard US Value Factor ETF shares in Q3 2021, an estimated $834K.
  • Peak Financial Advisors first reported a position in Vanguard US Value Factor ETF in Q4 2020 and held it in 3 quarters.
  • Peak Financial Advisors's Vanguard US Value Factor ETF position peaked at $834K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.