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Frisch Financial Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Frisch Financial 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
2024
Q1 		– Sell
-27,440
Closed -$3.6M – 139
2023
Q4 		$3.6M Sell
27,440
-378
-1% -$44.6K 1.36% 21
2023
Q3 		$3.15M Sell
27,818
-11,286
-29% -$1.35M 1.28% 24
2023
Q2 		$4.74M Buy
39,104
+1,101
+3% +$125K 2.27% 16
2023
Q1 		$4.28M Buy
38,003
+2,750
+8% +$316K 1.66% 21
2022
Q4 		$4.02M Buy
35,253
+2,567
+8% +$298K 1.51% 24
2022
Q3 		$3.46M Buy
+32,686
New +$3.69M 1.47% 23

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
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Frisch Financial Group's VFMO Position: Q1 2024 in Review

Frisch Financial Group sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2024, closing a stake of 27,440 shares — an estimated $3.6M sold.

Frisch Financial Group first reported a position in VFMO in Q3 2022 and held it in 6 quarters. The position peaked at $4.74M in Q2 2023. 81 funds tracked by Wall St. Rank hold VFMO as of Q1 2024.

  • Frisch Financial Group reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Frisch Financial Group sold 27,440 Vanguard US Momentum Factor ETF shares in Q1 2024, an estimated $3.6M.
  • Frisch Financial Group first reported a position in Vanguard US Momentum Factor ETF in Q3 2022 and held it in 6 quarters.
  • Frisch Financial Group's Vanguard US Momentum Factor ETF position peaked at $4.74M in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2024.

Based on Frisch Financial Group's 13F filing for Q1 2024, filed 15 May 2024.