SeaCrest Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

SeaCrest Wealth Management’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
2023 Q4	–	Sell	-4,329	Closed	-$416K	–	661
2023 Q3	$416K	Buy	4,329 +20	+0.5%	+$1.99K	0.05%	353
2023 Q2	$430K	Sell	4,309 -200	-4%	-$19.7K	0.05%	360
2023 Q1	$444K	Buy	4,509 +455	+11%	+$44.9K	0.06%	350
2022 Q4	$399K	Buy	4,054 +43	+1%	+$4.19K	0.06%	380
2022 Q3	$358K	Buy	+4,011	New	+$393K	0.05%	396

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

SeaCrest Wealth Management's VFMV Position: Q4 2023 in Review

SeaCrest Wealth Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2023, closing a stake of 4,329 shares — an estimated $416K sold.

SeaCrest Wealth Management first reported a position in VFMV in Q3 2022 and held it in 5 quarters. The position peaked at $444K in Q1 2023. 39 funds tracked by Wall St. Rank hold VFMV as of Q4 2023.

SeaCrest Wealth Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 4,329 Vanguard US Minimum Volatility ETF shares in Q4 2023, an estimated $416K.
SeaCrest Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q3 2022 and held it in 5 quarters.
SeaCrest Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $444K in Q1 2023.
39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2023.

Based on SeaCrest Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.