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 6,191 shares of VFMO stock, worth $989,383. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,191
Previous 5,769 7.31%
Holding current value
$989,383
Previous $928,000 9.59%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$159.11 - $178.39 $67,144 - $75,280
422 Added 7.31%
6,191 $1.02 Million
Q3 2024

Nov 13, 2024

BUY
$141.31 - $161.48 $506,737 - $579,067
3,586 Added 164.27%
5,769 $928,000
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

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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