WIC
VFLQ

Whitegate Investment Counselors’s Vanguard U.S. Liquidity Factor ETF VFLQ Stock Holding History

Whitegate Investment Counselors’s Portfolio VFLQ Stock Details VFLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,375
Closed -$261K – 221
2021
Q3 		$261K Buy
2,375
+101
+4% +$11.2K 0.04% 200
2021
Q2 		$252K Hold
2,274
– – 0.04% 200
2021
Q1 		$241K Hold
2,274
– – 0.04% 195
2020
Q4 		$214K Buy
+2,274
New +$197K 0.03% 199

Other funds holding VFLQ

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Whitegate Investment Counselors's VFLQ Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Vanguard U.S. Liquidity Factor ETF (VFLQ) in Q4 2021, closing a stake of 2,375 shares — an estimated $261K sold.

Whitegate Investment Counselors first reported a position in VFLQ in Q4 2020 and held it in 4 quarters. The position peaked at $261K in Q3 2021. 9 funds tracked by Wall St. Rank hold VFLQ as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Vanguard U.S. Liquidity Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,375 Vanguard U.S. Liquidity Factor ETF shares in Q4 2021, an estimated $261K.
  • Whitegate Investment Counselors first reported a position in Vanguard U.S. Liquidity Factor ETF in Q4 2020 and held it in 4 quarters.
  • Whitegate Investment Counselors's Vanguard U.S. Liquidity Factor ETF position peaked at $261K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Vanguard U.S. Liquidity Factor ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.