A detailed history of United Advisor Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, United Advisor Group, LLC holds 4,212 shares of VFMO stock, worth $713,681. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,212
Previous 3,220 30.81%
Holding current value
$713,681
Previous $483,000 40.17%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$141.31 - $161.48 $140,179 - $160,188
992 Added 30.81%
4,212 $677,000
Q1 2024

May 14, 2024

BUY
$126.46 - $151.44 $407,201 - $487,636
3,220 New
3,220 $487,000

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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