EWM
Empirical Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
107,518
+36,548
| +51% | +$6.31M | 0.42% | 49 |
|
|
2025
Q1 | $10.8M | Buy |
70,970
+8,313
| +13% | +$1.26M | 0.28% | 69 |
|
|
2024
Q4 | $10.3M | Sell |
62,657
-590
| -0.9% | -$97K | 0.28% | 76 |
|
|
2024
Q3 | $10.2M | Buy |
63,247
+2,279
| +4% | +$367K | 0.29% | 77 |
|
|
2024
Q2 | $9.16M | Sell |
60,968
-4,019
| -6% | -$604K | 0.27% | 73 |
|
|
2024
Q1 | $9.83M | Sell |
64,987
-3,685
| -5% | -$557K | 0.3% | 70 |
|
|
2023
Q4 | $9.02M | Sell |
68,672
-10,146
| -13% | -$1.33M | 0.3% | 65 |
|
|
2023
Q3 | $8.94M | Sell |
78,818
-4,313
| -5% | -$489K | 0.35% | 61 |
|
|
2023
Q2 | $10.1M | Buy |
83,131
+5,393
| +7% | +$654K | 0.41% | 52 |
|
|
2023
Q1 | $8.75M | Buy |
77,738
+8,109
| +12% | +$913K | 0.38% | 54 |
|
|
2022
Q4 | $7.94M | Sell |
69,629
-1,949
| -3% | -$222K | 0.37% | 52 |
|
|
2022
Q3 | $7.57M | Sell |
71,578
-9,214
| -11% | -$974K | 0.4% | 54 |
|
|
2022
Q2 | $8.61M | Buy |
80,792
+39,308
| +95% | +$4.19M | 0.45% | 45 |
|
|
2022
Q1 | $5.24M | Buy |
+41,484
| New | +$5.24M | 0.26% | 68 |
|