Number of Shares
32,562.00
Current Holdings Value*
$5.38 Mil
% of Portfolio
1.79%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
32.37%

Symmetry Panoramic Global Equity Fund's Vanguard U.S. Momentum Factor ETF Holding Summary

As of 2025-02-28, Symmetry Panoramic Trust held 32,562.00 shares of Vanguard U.S. Momentum Factor ETF(VFMO), totaling $5.38 Mil. This investment constitutes 1.79% of their stock portfolio, and Symmetry Panoramic Trust now holds 0.57% of the outstanding Vanguard U.S. Momentum Factor ETF(VFMO) stock.

The initial trade took place in 2023Q3. And since then Symmetry Panoramic Global Equity Fund has made 3 purchases of VFMO, at an average price of $127.32, for a total of 40,970.00 shares. In addition, there have been 2 sales at an average price of $157.64 for 8,408.00 shares. Based on historical transaction data and VFMO's current price of $171.34, Symmetry Panoramic Global Equity Fund's estimated gain on his VFMO holdings is $1.69 Mil, reflecting a 32.37% gain to date.

Symmetry Panoramic Global Equity Fund VFMO ($171.34) Holding Chart

Symmetry Panoramic Global Equity Fund VFMO ($171.34) 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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