DWA
VAMO icon

Delap Wealth Advisory’s Cambria Value and Momentum ETF VAMO Stock Holding History

Delap Wealth Advisory’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
2024
Q3 		– Sell
-9,262
Closed -$256K – 113
2024
Q2 		$256K Buy
+9,262
New +$267K 0.12% 92

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Delap Wealth Advisory's VAMO Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Cambria Value and Momentum ETF (VAMO) in Q3 2024, closing a stake of 9,262 shares — an estimated $256K sold.

Delap Wealth Advisory first reported a position in VAMO in Q2 2024 and held it in 1 quarter. The position peaked at $256K in Q2 2024. 18 funds tracked by Wall St. Rank hold VAMO as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Cambria Value and Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 9,262 Cambria Value and Momentum ETF shares in Q3 2024, an estimated $256K.
  • Delap Wealth Advisory first reported a position in Cambria Value and Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Cambria Value and Momentum ETF position peaked at $256K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Cambria Value and Momentum ETF as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.