TWM
VFMV icon

Tradition Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Tradition Wealth Management’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$52K – 1160
2023
Q4 		$52K Hold
500
– – 0.01% 619
2023
Q3 		$48K Hold
500
– – 0.01% 614
2023
Q2 		$50K Hold
500
– – 0.01% 623
2023
Q1 		$49K Buy
+500
New +$49.4K 0.01% 613

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's VFMV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2024, closing a stake of 500 shares — an estimated $52K sold.

Tradition Wealth Management first reported a position in VFMV in Q1 2023 and held it in 4 quarters. The position peaked at $52K in Q4 2023. 35 funds tracked by Wall St. Rank hold VFMV as of Q1 2024.

  • Tradition Wealth Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 500 Vanguard US Minimum Volatility ETF shares in Q1 2024, an estimated $52K.
  • Tradition Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $52K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.