Belpointe Asset Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Belpointe Asset 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
2026 Q1	$688K	Buy	3,488 +2,369	+212%	+$480K	0.03%	588
2025 Q4	$214K	Buy	+1,119	New	+$215K	0.01%	951
2025 Q3	–	Sell	-1,268	Closed	-$219K	–	1049
2025 Q2	$219K	Sell	1,268 -2,079	-62%	-$328K	0.01%	852
2025 Q1	$508K	Buy	3,347 +18	+0.5%	+$2.97K	0.03%	563
2024 Q4	$527K	Sell	3,329 -98	-3%	-$16.5K	0.03%	494
2024 Q3	$552K	Buy	3,427 +104	+3%	+$16K	0.03%	480
2024 Q2	$499K	Buy	+3,323	New	+$492K	0.03%	461
2023 Q2	–	Sell	-275	Closed	-$30.9K	–	3279
2023 Q1	$30.9K	Buy	275 +55	+25%	+$6.32K	﹤0.01%	2031
2022 Q4	$25.1K	Buy	+220	New	+$25.5K	﹤0.01%	2020

Other funds holding VFMO

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return