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St. James Investment Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

St. James Investment Advisors’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
2022
Q4 		$734 Sell
7
-51
-88% -$5.37K ﹤0.01% 98
2022
Q3 		$6K Hold
58
– – 0.01% 93
2022
Q2 		$6K Buy
+58
New +$6.19K 0.01% 93
2022
Q1 		– Sell
-58
Closed -$7K – 91
2021
Q4 		$7K Buy
+58
New +$7.18K 0.01% 89

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

St. James Investment Advisors's VFQY Position: Q4 2022 in Review

St. James Investment Advisors reduced its Vanguard US Quality Factor ETF (VFQY) stake by 88% in Q4 2022, selling an estimated $5.37K and leaving 7 shares worth $734. The position accounts for ﹤0.01% of the portfolio, ranked #98.

St. James Investment Advisors first reported a position in VFQY in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q4 2021. 53 funds tracked by Wall St. Rank hold VFQY as of Q4 2022.

  • St. James Investment Advisors held 7 shares of Vanguard US Quality Factor ETF worth $734 as of Q4 2022.
  • St. James Investment Advisors sold 51 Vanguard US Quality Factor ETF shares in Q4 2022, an estimated $5.37K.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of St. James Investment Advisors's portfolio in Q4 2022, its #98 holding.
  • St. James Investment Advisors first reported a position in Vanguard US Quality Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • St. James Investment Advisors's Vanguard US Quality Factor ETF position peaked at $7K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.