Waverly Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
2,412
-771
| -24% | -$133K | ﹤0.01% | 858 |
|
|
2025
Q1 | $483K | Buy |
3,183
+1
| +0% | +$152 | 0.01% | 782 |
|
|
2024
Q4 | $523K | Buy |
3,182
+1
| +0% | +$164 | 0.01% | 671 |
|
|
2024
Q3 | $512K | Buy |
3,181
+1
| +0% | +$161 | 0.01% | 579 |
|
|
2024
Q2 | $478K | Buy |
3,180
+100
| +3% | +$15K | 0.01% | 585 |
|
|
2024
Q1 | $466K | Buy |
3,080
+89
| +3% | +$13.5K | 0.01% | 492 |
|
|
2023
Q4 | $393K | Hold |
2,991
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $339K | Hold |
2,991
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $363K | Buy |
+2,991
| New | +$363K | 0.02% | 272 |
|