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VSM Wealth Advisory’s GMO US Quality ETF QLTY Stock Holding History

VSM Wealth Advisory’s Portfolio QLTY Stock Details QLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-297
Closed -$9.28K – 529
2025
Q1 		$9.28K Buy
+297
New +$9.69K ﹤0.01% 359

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

VSM Wealth Advisory's QLTY Position: Q2 2025 in Review

VSM Wealth Advisory sold out of GMO US Quality ETF (QLTY) in Q2 2025, closing a stake of 297 shares — an estimated $9.28K sold.

VSM Wealth Advisory first reported a position in QLTY in Q1 2025 and held it in 1 quarter. The position peaked at $9.28K in Q1 2025. 111 funds tracked by Wall St. Rank hold QLTY as of Q2 2025.

  • VSM Wealth Advisory reported no remaining GMO US Quality ETF position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 297 GMO US Quality ETF shares in Q2 2025, an estimated $9.28K.
  • VSM Wealth Advisory first reported a position in GMO US Quality ETF in Q1 2025 and held it in 1 quarter.
  • VSM Wealth Advisory's GMO US Quality ETF position peaked at $9.28K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.