Number of Shares
479,873.00
Current Holdings Value*
$72.80 Mil
% of Portfolio
2.17%
Total Estimate Gain
$21.83 Mil
% of Total Estimate Gain
34.42%

RITHOLTZ WEALTH MANAGEMENT's Vanguard U.S. Momentum Factor ETF Holding Summary

As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 479,873.00 shares of Vanguard U.S. Momentum Factor ETF(VFMO), totaling $72.80 Mil. This investment constitutes 2.17% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 6.66% of the outstanding Vanguard U.S. Momentum Factor ETF(VFMO) stock.

The initial trade took place in 2021Q3. And since then RITHOLTZ WEALTH MANAGEMENT has made 12 purchases of VFMO, at an average price of $129.56, for a total of 489,618.00 shares. In addition, there have been 3 sales at an average price of $120.46 for 9,745.00 shares. Based on historical transaction data and VFMO's current price of $175.24, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his VFMO holdings is $21.83 Mil, reflecting a 34.42% gain to date.

RITHOLTZ WEALTH MANAGEMENT VFMO ($175.24) Holding Chart

RITHOLTZ WEALTH MANAGEMENT VFMO ($175.24) 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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