Newfound Risk Managed US Sectors Fund VFMO Holdings History
Newfound Risk Managed US Sectors Fund's Vanguard U.S. Momentum Factor ETF Holding Summary
As of 2023-06-30, Newfound Risk Managed US Sectors Fund held 15,169.00 shares of Vanguard U.S. Momentum Factor ETF(VFMO), totaling $1.84 Mil. This investment constitutes 5.87% of their stock portfolio, and Newfound Risk Managed US Sectors Fund now holds 0.59% of the outstanding Vanguard U.S. Momentum Factor ETF(VFMO) stock.
The initial trade took place in 2020Q3. And since then Newfound Risk Managed US Sectors Fund has made 5 purchases of VFMO, at an average price of $115.00, for a total of 39,875.00 shares. In addition, there have been 6 sales at an average price of $116.51 for 24,706.00 shares. Based on historical transaction data and VFMO's current price of $172.30, Newfound Risk Managed US Sectors Fund's estimated gain on his VFMO holdings is $906,606.31, reflecting a 19.77% gain to date.
Newfound Risk Managed US Sectors Fund VFMO ($172.30) Holding Chart
Newfound Risk Managed US Sectors Fund VFMO ($172.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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