Atria Wealth Solutions, Inc. Vanguard Wellington Fd U S Mom Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 1,955 shares of VFMO stock, worth $364,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,955

Previous 1,828 6.95%

Holding current value

$364,138

Previous $277,000 21.66%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$134.25 - $172.52 $17,049 - $21,910	127 Added 6.95%	1,955 $337,000
Q1 2025 May 09, 2025	SELL	$147.38 - $176.39 $217,827 - $260,704	-1,478 Reduced 44.71%	1,828 $277,000
Q4 2024 Jan 31, 2025	BUY	$159.11 - $178.39 $126,969 - $142,355	798 Added 31.82%	3,306 $543,000
Q3 2024 Nov 08, 2024	SELL	$141.31 - $161.48 $170,278 - $194,583	-1,205 Reduced 32.45%	2,508 $403,000
Q2 2024 Jul 22, 2024	BUY	$138.89 - $152.14 $182,918 - $200,368	1,317 Added 54.97%	3,713 $557,000
Q1 2024 May 13, 2024	BUY	$126.46 - $151.44 $302,998 - $362,850	2,396 New	2,396 $362,000

Others Institutions Holding VFMO

# of Institutions

151

Shares Held

3.38M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Vanguard Wellington Fd U S Mom Transaction History