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Meredith Wealth Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Meredith Wealth Planning’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
-21,222
Closed -$2.42M – 68
2022
Q4 		$2.42M Buy
+21,222
New +$2.46M 2.08% 8

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
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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Meredith Wealth Planning's VFMO Position: Q1 2023 in Review

Meredith Wealth Planning sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2023, closing a stake of 21,222 shares — an estimated $2.42M sold.

Meredith Wealth Planning first reported a position in VFMO in Q4 2022 and held it in 1 quarter. The position peaked at $2.42M in Q4 2022. 56 funds tracked by Wall St. Rank hold VFMO as of Q1 2023.

  • Meredith Wealth Planning reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 21,222 Vanguard US Momentum Factor ETF shares in Q1 2023, an estimated $2.42M.
  • Meredith Wealth Planning first reported a position in Vanguard US Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Meredith Wealth Planning's Vanguard US Momentum Factor ETF position peaked at $2.42M in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2023.

Based on Meredith Wealth Planning's 13F filing for Q1 2023, filed 24 Apr 2023.