Tillar-Wenstrup Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Tillar-Wenstrup Advisors’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
2023 Q1	–	Sell	-13,293	Closed	-$1.52M	–	33
2022 Q4	$1.52M	Buy	13,293 +9,816	+282%	+$1.14M	0.73%	27
2022 Q3	$368K	Sell	3,477 -34	-1%	-$3.83K	0.18%	41
2022 Q2	$374K	Buy	3,511 +119	+4%	+$13.9K	0.19%	43
2022 Q1	$429K	Sell	3,392 -12	-0.4%	-$1.48K	0.21%	36
2021 Q4	$453K	Sell	3,404 -1,360	-29%	-$183K	0.21%	33
2021 Q3	$613K	Buy	4,764 +488	+11%	+$63.5K	0.28%	29
2021 Q2	$562K	Buy	+4,276	New	+$546K	0.26%	29

Other funds holding VFMO

RWM

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

SFS

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

AHC

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

CWM

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

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

EWM

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

ECG

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Tillar-Wenstrup Advisors's VFMO Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2023, closing a stake of 13,293 shares — an estimated $1.52M sold.

Tillar-Wenstrup Advisors first reported a position in VFMO in Q2 2021 and held it in 7 quarters. The position peaked at $1.52M in Q4 2022. 56 funds tracked by Wall St. Rank hold VFMO as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 13,293 Vanguard US Momentum Factor ETF shares in Q1 2023, an estimated $1.52M.
Tillar-Wenstrup Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2021 and held it in 7 quarters.
Tillar-Wenstrup Advisors's Vanguard US Momentum Factor ETF position peaked at $1.52M in Q4 2022.
56 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.