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Market Street Wealth Management Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Market Street Wealth Management Advisors’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
Q3 		– Sell
-2,177
Closed -$264K – 96
2023
Q2 		$264K Sell
2,177
-1,262
-37% -$144K 0.07% 85
2023
Q1 		$387K Buy
3,439
+163
+5% +$18.7K 0.1% 81
2022
Q4 		$374K Buy
+3,276
New +$380K 0.11% 77

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 $982M AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Market Street Wealth Management Advisors's VFMO Position: Q3 2023 in Review

Market Street Wealth Management Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2023, closing a stake of 2,177 shares — an estimated $264K sold.

Market Street Wealth Management Advisors first reported a position in VFMO in Q4 2022 and held it in 3 quarters. The position peaked at $387K in Q1 2023. 63 funds tracked by Wall St. Rank hold VFMO as of Q3 2023.

  • Market Street Wealth Management Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 2,177 Vanguard US Momentum Factor ETF shares in Q3 2023, an estimated $264K.
  • Market Street Wealth Management Advisors first reported a position in Vanguard US Momentum Factor ETF in Q4 2022 and held it in 3 quarters.
  • Market Street Wealth Management Advisors's Vanguard US Momentum Factor ETF position peaked at $387K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2023.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.