SWM
Seed Wealth Management’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 | $557K | Hold |
3,230
| – | – | 0.42% | 62 |
|
|
2025
Q1 | $490K | Hold |
3,230
| – | – | 0.4% | 63 |
|
|
2024
Q4 | $531K | Hold |
3,230
| – | – | 0.43% | 59 |
|
|
2024
Q3 | $520K | Hold |
3,230
| – | – | 0.42% | 62 |
|
|
2024
Q2 | $485K | Hold |
3,230
| – | – | 0.42% | 59 |
|
|
2024
Q1 | $487K | Hold |
3,230
| – | – | 0.47% | 56 |
|
|
2023
Q4 | $417K | Hold |
3,230
| – | – | 0.42% | 61 |
|
|
2023
Q3 | $366K | Hold |
3,230
| – | – | 0.41% | 71 |
|
|
2023
Q2 | $392K | Sell |
3,230
-1,600
| -33% | -$194K | 0.42% | 68 |
|
|
2023
Q1 | $544K | Buy |
4,830
+1,150
| +31% | +$129K | 0.62% | 43 |
|
|
2022
Q4 | $420K | Buy |
+3,680
| New | +$420K | 0.48% | 50 |
|