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Valeo Financial Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Valeo Financial Advisors’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-48
Closed -$5K – 1776
2021
Q1 		$5K Sell
48
-14
-23% -$1.23K ﹤0.01% 1591
2020
Q4 		$5K Sell
62
-65
-51% -$4.63K ﹤0.01% 1381
2020
Q3 		$8K Hold
127
– – ﹤0.01% 1150
2020
Q2 		$8K Buy
+127
New +$7.01K ﹤0.01% 1378

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valeo Financial Advisors's VFVA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2021, closing a stake of 48 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in VFVA in Q2 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 52 funds tracked by Wall St. Rank hold VFVA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Vanguard US Value Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 48 Vanguard US Value Factor ETF shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Vanguard US Value Factor ETF in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Vanguard US Value Factor ETF position peaked at $8K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.