Arkadios Wealth Advisors Vanguard Wellington Fd U S Mom Transaction History

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,142 shares of VFMO stock, worth $352,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,142
Previous 1,938 10.53%
Holding current value
$352,209
Previous $318,000 1.89%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$147.38 - $176.39 $30,065 - $35,983
204 Added 10.53%
2,142 $324,000
Q4 2024

Jan 15, 2025
BUY
$159.11 - $178.39 $29,276 - $32,823
184 Added 10.49%
1,938 $318,000
Q3 2024

Oct 24, 2024
BUY
$141.31 - $161.48 $3,815 - $4,359
27 Added 1.56%
1,754 $282,000
Q2 2024

Jul 29, 2024
BUY
$138.89 - $152.14 $239,863 - $262,745
1,727 New
1,727 $259,000

Others Institutions Holding VFMO

# of Institutions
148
Shares Held
3.19M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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