Soundmark Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Soundmark Wealth 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
2024 Q2	–	Sell	-20,676	Closed	-$2.47M	–	55
2024 Q1	$2.47M	Sell	20,676 -6,615	-24%	-$744K	1.09%	25
2023 Q4	$3.07M	Sell	27,291 -1,463	-5%	-$150K	1.52%	22
2023 Q3	$2.88M	Sell	28,754 -4,030	-12%	-$415K	1.6%	21
2023 Q2	$3.27M	Sell	32,784 -2,999	-8%	-$288K	1.82%	20
2023 Q1	$3.47M	Sell	35,783 -532	-1%	-$54.6K	2.08%	19
2022 Q4	$3.58M	Sell	36,315 -4,165	-10%	-$409K	2.31%	19
2022 Q3	$3.52M	Sell	40,480 -6,182	-13%	-$598K	2.46%	14
2022 Q2	$4.26M	Buy	46,662 +2,509	+6%	+$253K	3.04%	11
2022 Q1	$4.71M	Buy	44,153 +4,339	+11%	+$459K	3.3%	9
2021 Q4	$4.18M	Sell	39,814 -66,954	-63%	-$6.93M	2.86%	11
2021 Q3	$10.6M	Buy	106,768 +10,201	+11%	+$1.01M	3.81%	8
2021 Q2	$9.58M	Buy	96,567 +4,564	+5%	+$454K	3.94%	8
2021 Q1	$8.7M	Buy	92,003 +12,255	+15%	+$1.08M	4.77%	8
2020 Q4	$6.23M	Buy	+79,748	New	+$5.68M	3.97%	8

Other funds holding VFVA

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return