Gradient Investments’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-250	Closed	-$28.5K	–	1646
2022 Q4	$28.5K	Hold	250	–	–	﹤0.01%	609
2022 Q3	$26K	Hold	250	–	–	﹤0.01%	621
2022 Q2	$27K	Hold	250	–	–	﹤0.01%	587
2022 Q1	$32K	Hold	250	–	–	﹤0.01%	558
2021 Q4	$33K	Hold	250	–	–	﹤0.01%	567
2021 Q3	$32K	Hold	250	–	–	﹤0.01%	556
2021 Q2	$33K	Hold	250	–	–	﹤0.01%	550
2021 Q1	$31K	Hold	250	–	–	﹤0.01%	550
2020 Q4	$24K	Hold	250	–	–	﹤0.01%	534
2020 Q3	$24K	Hold	250	–	–	﹤0.01%	537
2020 Q2	$21K	Hold	250	–	–	﹤0.01%	525
2020 Q1	$17K	Hold	250	–	–	﹤0.01%	554
2019 Q4	$22K	Hold	250	–	–	﹤0.01%	558
2019 Q3	$20K	Hold	250	–	–	﹤0.01%	527
2019 Q2	$21K	Hold	250	–	–	﹤0.01%	511
2019 Q1	$20K	Hold	250	–	–	﹤0.01%	451
2018 Q4	$17K	Hold	250	–	–	﹤0.01%	482
2018 Q3	$22K	Hold	250	–	–	﹤0.01%	487
2018 Q2	$20K	Buy	+250	New	+$20K	﹤0.01%	490

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gradient Investments's VFMO Position: Q1 2023 in Review

Gradient Investments sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2023, closing a stake of 250 shares — an estimated $28.5K sold.

Gradient Investments first reported a position in VFMO in Q2 2018 and held it in 19 quarters. The position peaked at $33K in Q4 2021. 56 funds tracked by Wall St. Rank hold VFMO as of Q1 2023.

Gradient Investments reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 250 Vanguard US Momentum Factor ETF shares in Q1 2023, an estimated $28.5K.
Gradient Investments first reported a position in Vanguard US Momentum Factor ETF in Q2 2018 and held it in 19 quarters.
Gradient Investments's Vanguard US Momentum Factor ETF position peaked at $33K in Q4 2021.
56 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.