Belpointe Asset Management LLC Vanguard Wellington Fd U S Mom Transaction History

Belpointe Asset Management LLC

$2.14 Billion
Q2 2025

A detailed history of Belpointe Asset Management LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Belpointe Asset Management LLC holds 1,268 shares of VFMO stock, worth $222,255. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,268

Previous 3,347 62.12%

Holding current value

$222,255

Previous $507,000 57.0%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$134.25 - $172.52 $279,105 - $358,669	-2,079 Reduced 62.12%	1,268 $218,000
Q1 2025 May 20, 2025	BUY	$147.38 - $176.39 $2,652 - $3,175	18 Added 0.54%	3,347 $507,000
Q4 2024 Feb 13, 2025	SELL	$159.11 - $178.39 $15,592 - $17,482	-98 Reduced 2.86%	3,329 $547,000
Q3 2024 Nov 12, 2024	BUY	$141.31 - $161.48 $14,696 - $16,793	104 Added 3.13%	3,427 $551,000
Q2 2024 Aug 02, 2024	BUY	$138.89 - $152.14 $461,531 - $505,561	3,323 New	3,323 $499,000
Q1 2023 May 15, 2023	BUY	$107.11 - $119.52 $5,891 - $6,573	55 Added 25.0%	275 $30,000
Q4 2022 Feb 08, 2023	BUY	$108.83 - $121.93 $23,942 - $26,824	220 New	220 $25,000

Others Institutions Holding VFMO

# of Institutions

149

Shares Held

3.33M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Belpointe Asset Management LLC Vanguard Wellington Fd U S Mom Transaction History