Cabot Wealth Management Inc Vanguard Wellington Fd U S Mom Transaction History

Cabot Wealth Management Inc

  • $794 Million
  • Q3 2024

A detailed history of Cabot Wealth Management Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Cabot Wealth Management Inc holds 113,879 shares of VFMO stock, worth $19 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
113,879
Previous 115,912 1.75%
Holding current value
$19 Million
Previous $17.4 Million 5.28%
% of portfolio
2.31%
Previous 2.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$141.31 - $161.48 $287,283 - $328,288
-2,033 Reduced 1.75%
113,879 $18.3 Million
Q2 2024

Jul 12, 2024
SELL
$138.89 - $152.14 $1.6 Million - $1.75 Million
-11,509 Reduced 9.03%
115,912 $17.4 Million
Q1 2024

May 02, 2024
SELL
$126.46 - $151.44 $207,647 - $248,664
-1,642 Reduced 1.27%
127,421 $19.3 Million
Q4 2023

Feb 12, 2024
SELL
$105.72 - $133.01 $56,560 - $71,160
-535 Reduced 0.41%
129,063 $16.9 Million
Q3 2023

Oct 26, 2023
BUY
$111.55 - $125.68 $9,593 - $10,808
86 Added 0.07%
129,598 $14.7 Million
Q2 2023

Jul 13, 2023
BUY
$109.06 - $121.25 $328,270 - $364,962
3,010 Added 2.38%
129,512 $15.7 Million
Q1 2023

Apr 20, 2023
BUY
$107.11 - $119.52 $190,441 - $212,506
1,778 Added 1.43%
126,502 $14.2 Million
Q4 2022

Jan 31, 2023
BUY
$108.83 - $121.93 $568,963 - $637,450
5,228 Added 4.38%
124,724 $14.2 Million
Q3 2022

Oct 19, 2022
BUY
$104.03 - $120.94 $2.26 Million - $2.62 Million
21,701 Added 22.19%
119,496 $12.6 Million
Q2 2022

Aug 01, 2022
BUY
$105.22 - $127.46 $6.49 Million - $7.86 Million
61,684 Added 170.82%
97,795 $10.4 Million
Q1 2022

Apr 14, 2022
BUY
$115.65 - $134.15 $4.18 Million - $4.84 Million
36,111 New
36,111 $4.57 Million

Others Institutions Holding VFMO

# of Institutions
112
Shares Held
2.48M
Call Options Held
3.1K
Put Options Held
700
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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