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Ruggie Capital Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-141
Closed -$10K – 460
2018
Q4 		$10K Hold
141
– – ﹤0.01% 309
2018
Q3 		$12K Hold
141
– – 0.01% 191
2018
Q2 		$11K Buy
+141
New +$11.3K 0.01% 252

Other funds holding VFMV

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Ruggie Capital Group's VFMV Position: Q1 2019 in Review

Ruggie Capital Group sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2019, closing a stake of 141 shares — an estimated $10K sold.

Ruggie Capital Group first reported a position in VFMV in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 12 funds tracked by Wall St. Rank hold VFMV as of Q1 2019.

  • Ruggie Capital Group reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 141 Vanguard US Minimum Volatility ETF shares in Q1 2019, an estimated $10K.
  • Ruggie Capital Group first reported a position in Vanguard US Minimum Volatility ETF in Q2 2018 and held it in 3 quarters.
  • Ruggie Capital Group's Vanguard US Minimum Volatility ETF position peaked at $12K in Q3 2018.
  • 12 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.