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Ahrens Investment Partners’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Ahrens Investment Partners’s Portfolio VFMO Stock Details VFMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-160
Closed -$17K – 876
2022
Q2 		$17K Sell
160
-80
-33% -$9.33K 0.01% 536
2022
Q1 		$30K Sell
240
-2,350
-91% -$291K 0.01% 514
2021
Q4 		$345K Buy
+2,590
New +$349K 0.15% 128

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ahrens Investment Partners's VFMO Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2022, closing a stake of 160 shares — an estimated $17K sold.

Ahrens Investment Partners first reported a position in VFMO in Q4 2021 and held it in 3 quarters. The position peaked at $345K in Q4 2021. 42 funds tracked by Wall St. Rank hold VFMO as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 160 Vanguard US Momentum Factor ETF shares in Q3 2022, an estimated $17K.
  • Ahrens Investment Partners first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's Vanguard US Momentum Factor ETF position peaked at $345K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.