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TFC Financial Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

TFC Financial Management’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
2024
Q4 		– Sell
-408
Closed -$65.7K – 1034
2024
Q3 		$65.7K Buy
+408
New +$62.8K 0.01% 236

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SFS
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AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TFC Financial Management's VFMO Position: Q4 2024 in Review

TFC Financial Management sold out of Vanguard US Momentum Factor ETF (VFMO) in Q4 2024, closing a stake of 408 shares — an estimated $65.7K sold.

TFC Financial Management first reported a position in VFMO in Q3 2024 and held it in 1 quarter. The position peaked at $65.7K in Q3 2024. 125 funds tracked by Wall St. Rank hold VFMO as of Q4 2024.

  • TFC Financial Management reported no remaining Vanguard US Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
  • TFC Financial Management sold 408 Vanguard US Momentum Factor ETF shares in Q4 2024, an estimated $65.7K.
  • TFC Financial Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and held it in 1 quarter.
  • TFC Financial Management's Vanguard US Momentum Factor ETF position peaked at $65.7K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.