Richard P. Slaughter Associates’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Richard P. Slaughter Associates’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
2022 Q1	–	Sell	-28,519	Closed	-$3.8M	–	145
2021 Q4	$3.8M	Buy	28,519 +9,454	+50%	+$1.27M	1.34%	13
2021 Q3	$2.45M	Buy	+19,065	New	+$2.48M	0.97%	29
2020 Q1	–	Sell	-45,434	Closed	-$3.92M	–	108
2019 Q4	$3.92M	Buy	+45,434	New	+$3.78M	1.56%	15

Other funds holding VFMO

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return