Vermillion & White Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Hold |
88
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $17.8K | Hold |
88
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $18.1K | Buy |
88
+1
| +1% | +$206 | 0.01% | 199 |
|
|
2024
Q3 | $17.7K | Hold |
87
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $17K | Hold |
87
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $16.3K | Hold |
87
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $13.7K | Buy |
+87
| New | +$13.7K | 0.01% | 158 |
|