WWA
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WCG Wealth Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

WCG Wealth 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
2022
Q4 		– Sell
-5,630
Closed -$489K – 272
2022
Q3 		$489K Buy
+5,630
New +$544K 0.06% 188

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

WCG Wealth Advisors's VFVA Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q4 2022, closing a stake of 5,630 shares — an estimated $489K sold.

WCG Wealth Advisors first reported a position in VFVA in Q3 2022 and held it in 1 quarter. The position peaked at $489K in Q3 2022. 79 funds tracked by Wall St. Rank hold VFVA as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Vanguard US Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 5,630 Vanguard US Value Factor ETF shares in Q4 2022, an estimated $489K.
  • WCG Wealth Advisors first reported a position in Vanguard US Value Factor ETF in Q3 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Vanguard US Value Factor ETF position peaked at $489K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.