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Prospera Financial Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Prospera Financial Services’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,975
Closed -$317K – 2785
2021
Q4 		$317K Hold
2,975
– – 0.01% 693
2021
Q3 		$290K Hold
2,975
– – 0.01% 667
2021
Q2 		$293K Buy
+2,975
New +$288K 0.01% 665

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AAS
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PAG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prospera Financial Services's VFMV Position: Q1 2022 in Review

Prospera Financial Services sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2022, closing a stake of 2,975 shares — an estimated $317K sold.

Prospera Financial Services first reported a position in VFMV in Q2 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 29 funds tracked by Wall St. Rank hold VFMV as of Q1 2022.

  • Prospera Financial Services reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,975 Vanguard US Minimum Volatility ETF shares in Q1 2022, an estimated $317K.
  • Prospera Financial Services first reported a position in Vanguard US Minimum Volatility ETF in Q2 2021 and held it in 3 quarters.
  • Prospera Financial Services's Vanguard US Minimum Volatility ETF position peaked at $317K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2022.

Based on Prospera Financial Services's 13F filing for Q1 2022, filed 4 May 2022.