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Sound Income Strategies’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Sound Income Strategies’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
-80
Closed -$7.69K – 1400
2023
Q3 		$7.69K Buy
+80
New +$7.96K ﹤0.01% 644

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 $1.69B AUM 40.17% 1-Year Est. Return

Sound Income Strategies's VFMV Position: Q4 2023 in Review

Sound Income Strategies sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2023, closing a stake of 80 shares — an estimated $7.69K sold.

Sound Income Strategies first reported a position in VFMV in Q3 2023 and held it in 1 quarter. The position peaked at $7.69K in Q3 2023. 39 funds tracked by Wall St. Rank hold VFMV as of Q4 2023.

  • Sound Income Strategies reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Sound Income Strategies sold 80 Vanguard US Minimum Volatility ETF shares in Q4 2023, an estimated $7.69K.
  • Sound Income Strategies first reported a position in Vanguard US Minimum Volatility ETF in Q3 2023 and held it in 1 quarter.
  • Sound Income Strategies's Vanguard US Minimum Volatility ETF position peaked at $7.69K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.