VFA
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Valeo Financial Advisors’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Valeo Financial Advisors’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,368
Closed -$33K – 1814
2020
Q3 		$33K Buy
+1,368
New +$32.7K ﹤0.01% 783

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Valeo Financial Advisors's QVAL Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q4 2020, closing a stake of 1,368 shares — an estimated $33K sold.

Valeo Financial Advisors first reported a position in QVAL in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 20 funds tracked by Wall St. Rank hold QVAL as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Alpha Architect US Quantitative Value ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,368 Alpha Architect US Quantitative Value ETF shares in Q4 2020, an estimated $33K.
  • Valeo Financial Advisors first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Alpha Architect US Quantitative Value ETF position peaked at $33K in Q3 2020.
  • 20 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.