SHJ
VFMV icon

Sharkey, Howes & Javer’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Sharkey, Howes & Javer’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
-5,569
Closed -$536K – 121
2023
Q3 		$536K Buy
5,569
+716
+15% +$71.2K 0.1% 77
2023
Q2 		$484K Buy
+4,853
New +$478K 0.09% 72

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
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
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

Sharkey, Howes & Javer's VFMV Position: Q4 2023 in Review

Sharkey, Howes & Javer sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2023, closing a stake of 5,569 shares — an estimated $536K sold.

Sharkey, Howes & Javer first reported a position in VFMV in Q2 2023 and held it in 2 quarters. The position peaked at $536K in Q3 2023. 39 funds tracked by Wall St. Rank hold VFMV as of Q4 2023.

  • Sharkey, Howes & Javer reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 5,569 Vanguard US Minimum Volatility ETF shares in Q4 2023, an estimated $536K.
  • Sharkey, Howes & Javer first reported a position in Vanguard US Minimum Volatility ETF in Q2 2023 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Vanguard US Minimum Volatility ETF position peaked at $536K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2023, filed 19 Jan 2024.