FC Advisory LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 19 July, 2023
The first quarter of 2023 has come to an end, and it's time to take a look at the holdings of FC Advisory LLC during this period. In this blog post, we will compare the Q1 2023 and Q2 2023 13F holdings of FC Advisory LLC to see what changes have occurred and what trends can be observed.
Here is a summary of the changes in holdings:
- VANGUARD WORLD FD (MGK): The number of shares held increased from 115,165 to 118,672, representing a change of 18.6%. The value of the shares also saw an increase from $23,552,000 to $27,925,000.
- VANGUARD INTL EQUITY INDEX F (VEU): The number of shares held increased from 366,406 to 378,037, representing a change of 5%. The value of the shares increased from $19,591,000 to $20,568,000.
- VANGUARD INDEX FDS (VXF): The number of shares held increased from 125,042 to 129,754, representing a change of 10.2%. The value of the shares increased from $17,530,000 to $19,311,000.
- ISHARES TR (AGG): The number of shares held increased from 115,653 to 123,551, representing a change of 5%. The value of the shares increased from $11,523,000 to $12,101,000.
- VANGUARD INDEX FDS (VUG): The number of shares held decreased from 40,792 to 40,646, representing a change of 13%. The value of the shares increased from $10,175,000 to $11,501,000.
- VANGUARD BD INDEX FDS (BIV): The number of shares held increased from 128,652 to 134,680, representing a change of 2.6%. The value of the shares increased from $9,872,000 to $10,131,000.
- ISHARES TR (DGRO): The number of shares held increased from 176,998 to 180,012, representing a change of 4.8%. The value of the shares increased from $8,848,000 to $9,276,000.
- VANGUARD INDEX FDS (VBK): The number of shares held increased from 37,509 to 39,104, representing a change of 10.7%. The value of the shares increased from $8,117,000 to $8,983,000.
- ISHARES TR (USHY): The number of shares held increased from 228,499 to 237,529, representing a change of 3.2%. The value of the shares increased from $8,123,000 to $8,384,000.
- VANGUARD INDEX FDS (VNQ): The number of shares held increased from 94,491 to 98,554, representing a change of 5%. The value of the shares increased from $7,846,000 to $8,235,000.
These are just a few examples of the changes in holdings of FC Advisory LLC during the first and second quarters of 2023. It's clear that there have been some notable fluctuations in the number of shares held and their corresponding values. It will be interesting to see how these trends continue in the coming quarters.
As an investor or financial analyst, it's important to keep track of these changes in holdings to gain insights into market trends and investment strategies. The 13F filings provide a valuable source of information for investors who are interested in understanding the movements of institutional investors.
In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison of FC Advisory LLC shows that there have been significant changes in the holdings of various stocks. It will be fascinating to see how these changes play out in the future and what they mean for the overall investment strategy of FC Advisory LLC.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice.
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