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Triad Wealth Partners’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-40
Closed -$5.36K – 891
2024
Q2 		$5.36K Buy
+40
New +$5.32K ﹤0.01% 552

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Triad Wealth Partners's VFQY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard US Quality Factor ETF (VFQY) in Q3 2024, closing a stake of 40 shares — an estimated $5.36K sold.

Triad Wealth Partners first reported a position in VFQY in Q2 2024 and held it in 1 quarter. The position peaked at $5.36K in Q2 2024. 76 funds tracked by Wall St. Rank hold VFQY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard US Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 40 Vanguard US Quality Factor ETF shares in Q3 2024, an estimated $5.36K.
  • Triad Wealth Partners first reported a position in Vanguard US Quality Factor ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard US Quality Factor ETF position peaked at $5.36K in Q2 2024.
  • 76 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.