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

Belpointe Asset Management LLC

  • $1.69 Billion
  • Q1 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 3,347 shares of VFMO stock, worth $550,347. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,347
Previous 3,329 0.54%
Holding current value
$550,347
Previous $547,000 7.31%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
3.19M
Call Options Held
0
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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