TCI Wealth Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-307	Closed	-$33.3K	–	2159
2023 Q1	$33.3K	Buy	307 +14	+5%	+$1.53K	﹤0.01%	537
2022 Q4	$30.7K	Hold	293	–	–	﹤0.01%	536
2022 Q3	$28K	Sell	293 -29	-9%	-$3.03K	﹤0.01%	533
2022 Q2	$32K	Buy	322 +278	+632%	+$29.7K	﹤0.01%	495
2022 Q1	$5K	Sell	44 -520	-92%	-$60.5K	﹤0.01%	1612
2021 Q4	$71K	Buy	+564	New	+$69.9K	0.01%	327

Other funds holding VFQY

ACM

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

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

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

TCI Wealth Advisors's VFQY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard US Quality Factor ETF (VFQY) in Q2 2023, closing a stake of 307 shares — an estimated $33.3K sold.

TCI Wealth Advisors first reported a position in VFQY in Q4 2021 and held it in 6 quarters. The position peaked at $71K in Q4 2021. 57 funds tracked by Wall St. Rank hold VFQY as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard US Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 307 Vanguard US Quality Factor ETF shares in Q2 2023, an estimated $33.3K.
TCI Wealth Advisors first reported a position in Vanguard US Quality Factor ETF in Q4 2021 and held it in 6 quarters.
TCI Wealth Advisors's Vanguard US Quality Factor ETF position peaked at $71K in Q4 2021.
57 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.