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Physician Wealth Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Physician Wealth 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
2025
Q2 		– Sell
-28
Closed -$4.25K – 1983
2025
Q1 		$4.25K Hold
28
– – ﹤0.01% 761
2024
Q4 		$4.6K Buy
+28
New +$4.72K ﹤0.01% 747
2022
Q2 		– Sell
-1,858
Closed -$226K – 162
2022
Q1 		$226K Buy
1,858
+16
+0.9% +$1.98K 0.06% 142
2021
Q4 		$238K Buy
1,842
+7
+0.4% +$942 0.06% 142
2021
Q3 		$244K Hold
1,835
– – 0.07% 139
2021
Q2 		$235K Buy
1,835
+73
+4% +$9.32K 0.07% 134
2021
Q1 		$223K Sell
1,762
-145
-8% -$18K 0.07% 132
2020
Q4 		$247K Buy
+1,907
New +$198K 0.08% 122

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Physician Wealth Advisors's VFMO Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2025, closing a stake of 28 shares — an estimated $4.25K sold.

Physician Wealth Advisors first reported a position in VFMO in Q4 2020 and held it in 8 quarters. The position peaked at $247K in Q4 2020. 139 funds tracked by Wall St. Rank hold VFMO as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 28 Vanguard US Momentum Factor ETF shares in Q2 2025, an estimated $4.25K.
  • Physician Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q4 2020 and held it in 8 quarters.
  • Physician Wealth Advisors's Vanguard US Momentum Factor ETF position peaked at $247K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.