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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 6,410 shares of VFMO stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,410

Previous 6,191 3.54%

Holding current value

$1.06 Million

Previous $1.02 Million 4.42%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$147.38 - $176.39 $32,276 - $38,629	219 Added 3.54%	6,410 $972,000
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

# of Institutions

148

Shares Held

3.19M

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