SPIA
VFVA icon

Steward Partners Investment Advisory’s Vanguard US Value Factor ETF VFVA Stock Holding History

Steward Partners Investment Advisory’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
2023
Q1 		– Sell
-1
Closed -$99 – 3424
2022
Q4 		$99 Buy
+1
New +$98 ﹤0.01% 3296
2020
Q3 		– Sell
-160
Closed -$9K – 2857
2020
Q2 		$9K Sell
160
-805
-83% -$44.5K ﹤0.01% 2097
2020
Q1 		$45K Hold
965
– – ﹤0.01% 1306
2019
Q4 		$75K Hold
965
– – ﹤0.01% 1246
2019
Q3 		$69K Hold
965
– – ﹤0.01% 1225
2019
Q2 		$70K Buy
+965
New +$70.3K ﹤0.01% 1204
2018
Q4 		– Sell
-185
Closed -$15K – 2103
2018
Q3 		$15K Buy
+185
New +$14.9K ﹤0.01% 1706

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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Steward Partners Investment Advisory's VFVA Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2023, closing a stake of 1 share — an estimated $99 sold.

Steward Partners Investment Advisory first reported a position in VFVA in Q3 2018 and held it in 7 quarters. The position peaked at $75K in Q4 2019. 71 funds tracked by Wall St. Rank hold VFVA as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Vanguard US Value Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 Vanguard US Value Factor ETF share in Q1 2023, an estimated $99.
  • Steward Partners Investment Advisory first reported a position in Vanguard US Value Factor ETF in Q3 2018 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Vanguard US Value Factor ETF position peaked at $75K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.