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

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

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 3,306 shares of VFMO stock, worth $513,289. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,306
Previous 2,508 31.82%
Holding current value
$513,289
Previous $403,000 34.74%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
132
Shares Held
2.55M
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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