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Norwood Financial’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Norwood Financial’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
Q1 		$274K Hold
1,813
– – 0.4% 55
2023
Q4 		$238K Sell
1,813
-410
-18% -$48.3K 0.36% 59
2023
Q3 		$252K Buy
2,223
+120
+6% +$14.3K 0.41% 56
2023
Q2 		$255K Hold
2,103
– – 0.38% 59
2023
Q1 		$237K Sell
2,103
-185
-8% -$21.3K 0.38% 64
2022
Q4 		$261K Sell
2,288
-515
-18% -$59.7K 0.41% 61
2022
Q3 		$296K Sell
2,803
-1,110
-28% -$125K 0.52% 47
2022
Q2 		$417K Sell
3,913
-310
-7% -$36.1K 0.71% 38
2022
Q1 		$534K Sell
4,223
-16
-0.4% -$1.98K 0.78% 33
2021
Q4 		$564K Buy
+4,239
New +$570K 0.78% 33

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
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 $869M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Norwood Financial's VFMO Position: Q1 2024 in Review

Norwood Financial held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q1 2024 at 1,813 shares worth $274K. The position accounts for 0.4% of the portfolio, ranked #55.

Norwood Financial first reported a position in VFMO in Q4 2021 and has held it in 10 quarters since. The position peaked at $564K in Q4 2021. 81 funds tracked by Wall St. Rank hold VFMO as of Q1 2024.

  • Norwood Financial held 1,813 shares of Vanguard US Momentum Factor ETF worth $274K as of Q1 2024.
  • Norwood Financial left its Vanguard US Momentum Factor ETF share count unchanged in Q1 2024.
  • Vanguard US Momentum Factor ETF made up 0.4% of Norwood Financial's portfolio in Q1 2024, its #55 holding.
  • Norwood Financial first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and has held it in 10 quarters since.
  • Norwood Financial's Vanguard US Momentum Factor ETF position peaked at $564K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.