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NewSquare Capital’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

NewSquare Capital’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
2024
Q2 		– Sell
-25
Closed -$3.78K – 457
2024
Q1 		$3.78K Hold
25
– – ﹤0.01% 312
2023
Q4 		$3.28K Hold
25
– – ﹤0.01% 354
2023
Q3 		$2.83K Hold
25
– – ﹤0.01% 425
2023
Q2 		$3.03K Hold
25
– – ﹤0.01% 482
2023
Q1 		$2.81K Buy
+25
New +$2.87K ﹤0.01% 535

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewSquare Capital's VFMO Position: Q2 2024 in Review

NewSquare Capital sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2024, closing a stake of 25 shares — an estimated $3.78K sold.

NewSquare Capital first reported a position in VFMO in Q1 2023 and held it in 5 quarters. The position peaked at $3.78K in Q1 2024. 90 funds tracked by Wall St. Rank hold VFMO as of Q2 2024.

  • NewSquare Capital reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 25 Vanguard US Momentum Factor ETF shares in Q2 2024, an estimated $3.78K.
  • NewSquare Capital first reported a position in Vanguard US Momentum Factor ETF in Q1 2023 and held it in 5 quarters.
  • NewSquare Capital's Vanguard US Momentum Factor ETF position peaked at $3.78K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.