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Valeo Financial Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-37
Closed -$5K – 1775
2021
Q1 		$5K Sell
37
-7
-16% -$869 ﹤0.01% 1590
2020
Q4 		$5K Buy
+44
New +$4.56K ﹤0.01% 1380

Other funds holding VFMO

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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's VFMO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2021, closing a stake of 37 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in VFMO in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 32 funds tracked by Wall St. Rank hold VFMO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 37 Vanguard US Momentum Factor ETF shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Vanguard US Momentum Factor ETF in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Vanguard US Momentum Factor ETF position peaked at $5K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.