Avantax Advisory Services, Inc. Vanguard Wellington Fd U S Mom Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,183 shares of VFMO stock, worth $349,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,183
Previous 1,889 15.56%
Holding current value
$349,389
Previous $285,000 14.74%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$138.89 - $152.14 $40,833 - $44,729
294 Added 15.56%
2,183 $327,000
Q1 2024

May 08, 2024
BUY
$126.46 - $151.44 $238,882 - $286,070
1,889 New
1,889 $285,000

Others Institutions Holding VFMO

# of Institutions
100
Shares Held
2.16M
Call Options Held
3.1K
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

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