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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AHC

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

ECG

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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

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

Richard P. Slaughter Associates's VFMO Position: Q1 2022 in Review

Richard P. Slaughter Associates sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2022, closing a stake of 28,519 shares — an estimated $3.8M sold.

Richard P. Slaughter Associates first reported a position in VFMO in Q4 2019 and held it in 3 quarters. The position peaked at $3.92M in Q4 2019. 40 funds tracked by Wall St. Rank hold VFMO as of Q1 2022.

Richard P. Slaughter Associates reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
Richard P. Slaughter Associates sold 28,519 Vanguard US Momentum Factor ETF shares in Q1 2022, an estimated $3.8M.
Richard P. Slaughter Associates first reported a position in Vanguard US Momentum Factor ETF in Q4 2019 and held it in 3 quarters.
Richard P. Slaughter Associates's Vanguard US Momentum Factor ETF position peaked at $3.92M in Q4 2019.
40 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2022.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2022, filed 11 Apr 2022.