Symmetry Panoramic Tax-Managed Global Equity Fund VFMO Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Vanguard U.S. Momentum Factor ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 9,589.00 shares of Vanguard U.S. Momentum Factor ETF(VFMO), totaling $1.59 Mil. This investment constitutes 2.34% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.17% of the outstanding Vanguard U.S. Momentum Factor ETF(VFMO) stock.
The initial trade took place in 2023Q4. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 2 purchases of VFMO, at an average price of $153.76, for a total of 9,589.00 shares. Based on historical transaction data and VFMO's current price of $176.78, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his VFMO holdings is $220,730.19, reflecting a 14.97% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund VFMO ($176.78) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund VFMO ($176.78) 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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