BWM
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% +$30.9K 0.94% 25
2022
Q3 		$809K Buy
+29,475
New +$762K 0.97% 24

Other funds holding VAMO

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 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.