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Prospera Financial Services’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Prospera Financial Services’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,464
Closed -$293K – 855
2021
Q2 		$293K Buy
+2,464
New +$287K 0.01% 666

Other funds holding VFQY

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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Prospera Financial Services's VFQY Position: Q3 2021 in Review

Prospera Financial Services sold out of Vanguard US Quality Factor ETF (VFQY) in Q3 2021, closing a stake of 2,464 shares — an estimated $293K sold.

Prospera Financial Services first reported a position in VFQY in Q2 2021 and held it in 1 quarter. The position peaked at $293K in Q2 2021. 25 funds tracked by Wall St. Rank hold VFQY as of Q3 2021.

  • Prospera Financial Services reported no remaining Vanguard US Quality Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Prospera Financial Services sold 2,464 Vanguard US Quality Factor ETF shares in Q3 2021, an estimated $293K.
  • Prospera Financial Services first reported a position in Vanguard US Quality Factor ETF in Q2 2021 and held it in 1 quarter.
  • Prospera Financial Services's Vanguard US Quality Factor ETF position peaked at $293K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2021.

Based on Prospera Financial Services's 13F filing for Q3 2021, filed 12 Nov 2021.