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Coastline Trust’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Coastline Trust’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
2025
Q1 		– Sell
-125
Closed -$20.5K – 426
2024
Q4 		$20.5K Hold
125
– – ﹤0.01% 326
2024
Q3 		$20.1K Buy
+125
New +$19.2K ﹤0.01% 337

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Coastline Trust's VFMO Position: Q1 2025 in Review

Coastline Trust sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2025, closing a stake of 125 shares — an estimated $20.5K sold.

Coastline Trust first reported a position in VFMO in Q3 2024 and held it in 2 quarters. The position peaked at $20.5K in Q4 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • Coastline Trust reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Coastline Trust sold 125 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $20.5K.
  • Coastline Trust first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and held it in 2 quarters.
  • Coastline Trust's Vanguard US Momentum Factor ETF position peaked at $20.5K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on Coastline Trust's 13F filing for Q1 2025, filed 28 Apr 2025.