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Global Wealth Strategies & Associates’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q1 		– Sell
-5
Closed -$822 – 514
2024
Q4 		$822 Sell
5
-4
-44% -$675 ﹤0.01% 355
2024
Q3 		$1.45K Buy
9
+5
+125% +$770 ﹤0.01% 310
2024
Q2 		$601 Buy
+4
New +$592 ﹤0.01% 301

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

Global Wealth Strategies & Associates's VFMO Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2025, closing a stake of 5 shares — an estimated $822 sold.

Global Wealth Strategies & Associates first reported a position in VFMO in Q2 2024 and held it in 3 quarters. The position peaked at $1.45K in Q3 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 5 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $822.
  • Global Wealth Strategies & Associates first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Vanguard US Momentum Factor ETF position peaked at $1.45K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.