SW
Schulz Wealth’s Vanguard US Momentum Factor ETF VFMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86,511
| Closed | -$13.1M | – | 68 |
|
|
2025
Q1 | $13.1M | Buy |
86,511
+913
| +1% | +$139K | 10.01% | 2 |
|
|
2024
Q4 | $14.1M | Buy |
85,598
+1,165
| +1% | +$191K | 10.81% | 2 |
|
|
2024
Q3 | $13.6M | Buy |
84,433
+2,970
| +4% | +$478K | 10.51% | 2 |
|
|
2024
Q2 | $12.2M | Sell |
81,463
-1,930
| -2% | -$290K | 10.36% | 2 |
|
|
2024
Q1 | $12.6M | Buy |
83,393
+1,982
| +2% | +$300K | 10.78% | 2 |
|
|
2023
Q4 | $10.7M | Buy |
+81,411
| New | +$10.7M | 10.22% | 3 |
|