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Secure Asset Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Secure Asset Management’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,551
Closed -$272K – 221
2022
Q1 		$272K Sell
2,551
-186
-7% -$19.7K 0.12% 149
2021
Q4 		$288K Buy
2,737
+206
+8% +$21.3K 0.12% 150
2021
Q3 		$250K Buy
2,531
+118
+5% +$11.7K 0.12% 149
2021
Q2 		$241K Buy
2,413
+46
+2% +$4.58K 0.12% 159
2021
Q1 		$224K Buy
+2,367
New +$208K 0.12% 160

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Secure Asset Management's VFVA Position: Q2 2022 in Review

Secure Asset Management sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2022, closing a stake of 2,551 shares — an estimated $272K sold.

Secure Asset Management first reported a position in VFVA in Q1 2021 and held it in 5 quarters. The position peaked at $288K in Q4 2021. 72 funds tracked by Wall St. Rank hold VFVA as of Q2 2022.

  • Secure Asset Management reported no remaining Vanguard US Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Secure Asset Management sold 2,551 Vanguard US Value Factor ETF shares in Q2 2022, an estimated $272K.
  • Secure Asset Management first reported a position in Vanguard US Value Factor ETF in Q1 2021 and held it in 5 quarters.
  • Secure Asset Management's Vanguard US Value Factor ETF position peaked at $288K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.