Geneos Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.9K | Sell |
208
-6,937
| -97% | -$1.2M | ﹤0.01% | 1742 |
|
2025
Q1 | $1.08M | Buy |
7,145
+2,783
| +64% | +$422K | 0.02% | 640 |
|
2024
Q4 | $717K | Sell |
4,362
-2,375
| -35% | -$390K | 0.03% | 495 |
|
2024
Q3 | $1.08M | Sell |
6,737
-104
| -2% | -$16.7K | 0.04% | 390 |
|
2024
Q2 | $1.03M | Sell |
6,841
-4,659
| -41% | -$700K | 0.05% | 355 |
|
2024
Q1 | $1.74M | Sell |
11,500
-1,326
| -10% | -$201K | 0.08% | 273 |
|
2023
Q4 | $1.68M | Sell |
12,826
-1,330
| -9% | -$175K | 0.08% | 254 |
|
2023
Q3 | $1.61M | Sell |
14,156
-667
| -4% | -$75.6K | 0.08% | 247 |
|
2023
Q2 | $1.8M | Buy |
14,823
+238
| +2% | +$28.9K | 0.09% | 226 |
|
2023
Q1 | $1.64M | Buy |
+14,585
| New | +$1.64M | 0.1% | 226 |
|
2022
Q1 | – | Sell |
-14,435
| Closed | -$1.92M | – | 2993 |
|
2021
Q4 | $1.92M | Buy |
14,435
+317
| +2% | +$42.2K | 0.07% | 256 |
|
2021
Q3 | $1.84M | Buy |
+14,118
| New | +$1.84M | 0.07% | 260 |
|