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Beaird Harris Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Beaird Harris Wealth Management’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
Q1 		– Sell
-1
Closed – – 732
2021
Q4 		$0 Buy
+1
New +$135 ﹤0.01% 672

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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Beaird Harris Wealth Management's VFMO Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2022, closing a stake of 1 share.

Beaird Harris Wealth Management first reported a position in VFMO in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 40 funds tracked by Wall St. Rank hold VFMO as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 Vanguard US Momentum Factor ETF share in Q1 2022.
  • Beaird Harris Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Vanguard US Momentum Factor ETF position peaked at $0 in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.