Avion Wealth Vanguard Wellington Fd U S Mom Transaction History

Avion Wealth

$390 Million
Q1 2025

A detailed history of Avion Wealth transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Avion Wealth holds 107 shares of VFMO stock, worth $18,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Previous 107 -0.0%

Holding current value

$18,301

Previous $17,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$141.31 - $161.48 $15,120 - $17,278	107 New	107 $17,000

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

Put Options Held

Ritholtz Wealth Management

480K
Shares

$82.1 Million
2.21% of portfolio
Great Valley Advisor Group, Inc.

388K
Shares

$66.4 Million
1.43% of portfolio
Cetera Investment Advisers Schaumburg, IL

290K
Shares

$49.6 Million
0.09% of portfolio
Strategic Financial Services, Inc, Utica, NY

269K
Shares

$46.1 Million
2.41% of portfolio
Systelligence, LLC

145K
Shares

$24.9 Million
5.91% of portfolio

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

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