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TFC Financial Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

TFC Financial Management’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
Q3 		– Sell
-173
Closed -$19.7K – 706
2023
Q2 		$19.7K Buy
+173
New +$18.8K ﹤0.01% 291

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
SP
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

TFC Financial Management's VFQY Position: Q3 2023 in Review

TFC Financial Management sold out of Vanguard US Quality Factor ETF (VFQY) in Q3 2023, closing a stake of 173 shares — an estimated $19.7K sold.

TFC Financial Management first reported a position in VFQY in Q2 2023 and held it in 1 quarter. The position peaked at $19.7K in Q2 2023. 57 funds tracked by Wall St. Rank hold VFQY as of Q3 2023.

  • TFC Financial Management reported no remaining Vanguard US Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
  • TFC Financial Management sold 173 Vanguard US Quality Factor ETF shares in Q3 2023, an estimated $19.7K.
  • TFC Financial Management first reported a position in Vanguard US Quality Factor ETF in Q2 2023 and held it in 1 quarter.
  • TFC Financial Management's Vanguard US Quality Factor ETF position peaked at $19.7K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2023.

Based on TFC Financial Management's 13F filing for Q3 2023, filed 23 Oct 2023.