Fortis Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Fortis Advisors’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
2022 Q3	–	Sell	-38	Closed	-$4K	–	287
2022 Q2	$4K	Sell	38 -7,526	-99%	-$877K	﹤0.01%	247
2022 Q1	$956K	Buy	7,564 +21	+0.3%	+$2.6K	0.52%	35
2021 Q4	$1M	Buy	7,543 +28	+0.4%	+$3.77K	0.58%	34
2021 Q3	$967K	Sell	7,515 -859	-10%	-$112K	0.59%	34
2021 Q2	$1.1M	Buy	8,374 +1,964	+31%	+$251K	0.64%	34
2021 Q1	$794K	Buy	+6,410	New	+$796K	0.56%	39

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fortis Advisors's VFMO Position: Q3 2022 in Review

Fortis Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2022, closing a stake of 38 shares — an estimated $4K sold.

Fortis Advisors first reported a position in VFMO in Q1 2021 and held it in 6 quarters. The position peaked at $1.1M in Q2 2021. 42 funds tracked by Wall St. Rank hold VFMO as of Q3 2022.

Fortis Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
Fortis Advisors sold 38 Vanguard US Momentum Factor ETF shares in Q3 2022, an estimated $4K.
Fortis Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2021 and held it in 6 quarters.
Fortis Advisors's Vanguard US Momentum Factor ETF position peaked at $1.1M in Q2 2021.
42 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.