Frisch Financial Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,440
| Closed | -$3.6M | – | 139 |
|
|
2023
Q4 | $3.6M | Sell |
27,440
-378
| -1% | -$49.6K | 1.36% | 21 |
|
|
2023
Q3 | $3.15M | Sell |
27,818
-11,286
| -29% | -$1.28M | 1.28% | 24 |
|
|
2023
Q2 | $4.74M | Buy |
39,104
+1,101
| +3% | +$133K | 2.27% | 16 |
|
|
2023
Q1 | $4.28M | Buy |
38,003
+2,750
| +8% | +$309K | 1.66% | 21 |
|
|
2022
Q4 | $4.02M | Buy |
35,253
+2,567
| +8% | +$293K | 1.51% | 24 |
|
|
2022
Q3 | $3.46M | Buy |
+32,686
| New | +$3.46M | 1.47% | 23 |
|