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Vertex Planning Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vertex Planning Partners’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,278
Closed -$770K – 139
2022
Q4 		$770K Buy
+5,278
New +$770K 0.3% 46