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Portside Wealth Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Portside Wealth Group’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
Q4 		– Sell
-1,803
Closed -$204K – 399
2023
Q3 		$204K Sell
1,803
-453
-20% -$54.1K 0.04% 319
2023
Q2 		$274K Buy
+2,256
New +$257K 0.05% 272

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
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Portside Wealth Group's VFMO Position: Q4 2023 in Review

Portside Wealth Group sold out of Vanguard US Momentum Factor ETF (VFMO) in Q4 2023, closing a stake of 1,803 shares — an estimated $204K sold.

Portside Wealth Group first reported a position in VFMO in Q2 2023 and held it in 2 quarters. The position peaked at $274K in Q2 2023. 63 funds tracked by Wall St. Rank hold VFMO as of Q4 2023.

  • Portside Wealth Group reported no remaining Vanguard US Momentum Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Portside Wealth Group sold 1,803 Vanguard US Momentum Factor ETF shares in Q4 2023, an estimated $204K.
  • Portside Wealth Group first reported a position in Vanguard US Momentum Factor ETF in Q2 2023 and held it in 2 quarters.
  • Portside Wealth Group's Vanguard US Momentum Factor ETF position peaked at $274K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.