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VitalStone Financial’s Mindful Conservative ETF MFUL Stock Holding History

VitalStone Financial’s Portfolio MFUL Stock Details MFUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$11K – 549
2023
Q2 		$11K Sell
500
-635
-56% -$13.7K 0.01% 620
2023
Q1 		$27K Buy
1,135
+615
+118% +$13.2K 0.02% 150
2022
Q4 		$11K Buy
+520
New +$11.2K 0.01% 332

Other funds holding MFUL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

VitalStone Financial's MFUL Position: Q3 2023 in Review

VitalStone Financial sold out of Mindful Conservative ETF (MFUL) in Q3 2023, closing a stake of 500 shares — an estimated $11K sold.

VitalStone Financial first reported a position in MFUL in Q4 2022 and held it in 3 quarters. The position peaked at $27K in Q1 2023. 6 funds tracked by Wall St. Rank hold MFUL as of Q3 2023.

  • VitalStone Financial reported no remaining Mindful Conservative ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 500 Mindful Conservative ETF shares in Q3 2023, an estimated $11K.
  • VitalStone Financial first reported a position in Mindful Conservative ETF in Q4 2022 and held it in 3 quarters.
  • VitalStone Financial's Mindful Conservative ETF position peaked at $27K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.