FAG
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Fortitude Advisory Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-1,180
Closed -$149K – 1250
2022
Q1 		$149K Hold
1,180
– – 0.08% 259
2021
Q4 		$157K Buy
+1,180
New +$159K 0.08% 251

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Fortitude Advisory Group's VFMO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2022, closing a stake of 1,180 shares — an estimated $149K sold.

Fortitude Advisory Group first reported a position in VFMO in Q4 2021 and held it in 2 quarters. The position peaked at $157K in Q4 2021. 40 funds tracked by Wall St. Rank hold VFMO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,180 Vanguard US Momentum Factor ETF shares in Q2 2022, an estimated $149K.
  • Fortitude Advisory Group first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard US Momentum Factor ETF position peaked at $157K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.