BlackDiamond Wealth Management
VAMO icon

BlackDiamond Wealth Management’s Cambria Value and Momentum ETF VAMO Stock Holding History

BlackDiamond Wealth Management’s Portfolio VAMO Stock Details VAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,597
Closed -$826K – 129
2022
Q4 		$826K Buy
30,597
+1,122
+4% +$31K 0.94% 25
2022
Q3 		$809K Buy
+29,475
New +$762K 0.97% 24

Other funds holding VAMO

ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fulcrum Equity Management
Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

BlackDiamond Wealth Management's VAMO Position: Q1 2023 in Review

BlackDiamond Wealth Management sold out of Cambria Value and Momentum ETF (VAMO) in Q1 2023, closing a stake of 30,597 shares — an estimated $826K sold.

BlackDiamond Wealth Management first reported a position in VAMO in Q3 2022 and held it in 2 quarters. The position peaked at $826K in Q4 2022. 28 funds tracked by Wall St. Rank hold VAMO as of Q1 2023.

  • BlackDiamond Wealth Management reported no remaining Cambria Value and Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 30,597 Cambria Value and Momentum ETF shares in Q1 2023, an estimated $826K.
  • BlackDiamond Wealth Management first reported a position in Cambria Value and Momentum ETF in Q3 2022 and held it in 2 quarters.
  • BlackDiamond Wealth Management's Cambria Value and Momentum ETF position peaked at $826K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Cambria Value and Momentum ETF as of Q1 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.