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Western Pacific Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Western Pacific Wealth Management’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
2024
Q4 		– Sell
-1,065
Closed -$128K – 267
2024
Q3 		$128K Buy
+1,065
New +$125K 0.09% 89
2023
Q2 		– Sell
-400
Closed -$38.8K – 311
2023
Q1 		$38.8K Hold
400
– – 0.03% 156
2022
Q4 		$39.5K Hold
400
– – 0.03% 142
2022
Q3 		$34K Hold
400
– – 0.03% 136
2022
Q2 		$36K Hold
400
– – 0.04% 91
2022
Q1 		$42K Sell
400
-2,285
-85% -$242K 0.03% 105
2021
Q4 		$282K Buy
+2,685
New +$278K 0.18% 28

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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Western Pacific Wealth Management's VFVA Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Vanguard US Value Factor ETF (VFVA) in Q4 2024, closing a stake of 1,065 shares — an estimated $128K sold.

Western Pacific Wealth Management first reported a position in VFVA in Q4 2021 and held it in 7 quarters. The position peaked at $282K in Q4 2021. 93 funds tracked by Wall St. Rank hold VFVA as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining Vanguard US Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,065 Vanguard US Value Factor ETF shares in Q4 2024, an estimated $128K.
  • Western Pacific Wealth Management first reported a position in Vanguard US Value Factor ETF in Q4 2021 and held it in 7 quarters.
  • Western Pacific Wealth Management's Vanguard US Value Factor ETF position peaked at $282K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.