IA
VFMO icon

IAM Advisory’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

IAM Advisory’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
2026
Q2 		$1.98M Sell
7,927
-192
-2% -$43.6K 0.39% 46
2026
Q1 		$1.6M Sell
8,119
-157
-2% -$31.8K 0.36% 47
2025
Q4 		$1.58M Sell
8,276
-99
-1% -$19K 0.35% 45
2025
Q3 		$1.6M Buy
8,375
+65
+0.8% +$11.7K 0.36% 47
2025
Q2 		$1.43M Sell
8,310
-38
-0.5% -$6K 0.34% 47
2025
Q1 		$1.27M Buy
8,348
+35
+0.4% +$5.77K 0.33% 52
2024
Q4 		$1.37M Sell
8,313
-5
-0.1% -$843 0.35% 56
2024
Q3 		$1.34M Buy
8,318
+173
+2% +$26.6K 0.34% 53
2024
Q2 		$1.22M Buy
8,145
+64
+0.8% +$9.47K 0.33% 52
2024
Q1 		$1.22M Buy
+8,081
New +$1.14M 0.33% 52

Other funds holding VFMO

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return