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Drive Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Drive Wealth 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
2024
Q3 		– Sell
-7,565
Closed -$1.14M – 361
2024
Q2 		$1.14M Buy
7,565
+1,142
+18% +$169K 0.31% 64
2024
Q1 		$972K Buy
6,423
+3,346
+109% +$470K 0.27% 75
2023
Q4 		$404K Buy
+3,077
New +$363K 0.13% 150

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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 $869M AUM 16.19% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Drive Wealth Management's VFMO Position: Q3 2024 in Review

Drive Wealth Management sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2024, closing a stake of 7,565 shares — an estimated $1.14M sold.

Drive Wealth Management first reported a position in VFMO in Q4 2023 and held it in 3 quarters. The position peaked at $1.14M in Q2 2024. 102 funds tracked by Wall St. Rank hold VFMO as of Q3 2024.

  • Drive Wealth Management reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 7,565 Vanguard US Momentum Factor ETF shares in Q3 2024, an estimated $1.14M.
  • Drive Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2023 and held it in 3 quarters.
  • Drive Wealth Management's Vanguard US Momentum Factor ETF position peaked at $1.14M in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.