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Secure Asset Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Secure Asset Management’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
2024
Q1 		– Sell
-2,153
Closed -$272K – 257
2023
Q4 		$272K Sell
2,153
-161
-7% -$18.7K 0.07% 180
2023
Q3 		$260K Sell
2,314
-5
-0.2% -$578 0.08% 182
2023
Q2 		$264K Sell
2,319
-51
-2% -$5.53K 0.08% 158
2023
Q1 		$257K Sell
2,370
-210
-8% -$23K 0.09% 160
2022
Q4 		$270K Buy
2,580
+6
+0.2% +$632 0.1% 155
2022
Q3 		$245K Buy
2,574
+16
+0.6% +$1.67K 0.14% 122
2022
Q2 		$251K Hold
2,558
– – 0.14% 129
2022
Q1 		$297K Buy
2,558
+178
+7% +$20.7K 0.13% 143
2021
Q4 		$301K Buy
2,380
+618
+35% +$76.6K 0.12% 146
2021
Q3 		$206K Buy
+1,762
New +$212K 0.1% 168

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Secure Asset Management's VFQY Position: Q1 2024 in Review

Secure Asset Management sold out of Vanguard US Quality Factor ETF (VFQY) in Q1 2024, closing a stake of 2,153 shares — an estimated $272K sold.

Secure Asset Management first reported a position in VFQY in Q3 2021 and held it in 10 quarters. The position peaked at $301K in Q4 2021. 71 funds tracked by Wall St. Rank hold VFQY as of Q1 2024.

  • Secure Asset Management reported no remaining Vanguard US Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 2,153 Vanguard US Quality Factor ETF shares in Q1 2024, an estimated $272K.
  • Secure Asset Management first reported a position in Vanguard US Quality Factor ETF in Q3 2021 and held it in 10 quarters.
  • Secure Asset Management's Vanguard US Quality Factor ETF position peaked at $301K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.