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 $552,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,306
Previous 2,508 31.82%
Holding current value
$552,234
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
131
Shares Held
2.53M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email