Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd U S Mom Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 16,545 shares of VFMO stock, worth $2.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,545

Previous 17,375 4.78%

Holding current value

$2.72 Million

Previous $2.86 Million 12.11%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$147.38 - $176.39 $122,325 - $146,403	-830 Reduced 4.78%	16,545 $2.51 Million
Q4 2024 Feb 14, 2025	BUY	$159.11 - $178.39 $2,386 - $2,675	15 Added 0.09%	17,375 $2.86 Million
Q3 2024 Oct 28, 2024	BUY	$141.31 - $161.48 $1.48 Million - $1.7 Million	10,499 Added 153.02%	17,360 $2.79 Million
Q2 2024 Jul 26, 2024	BUY	$138.89 - $152.14 $480,142 - $525,947	3,457 Added 101.56%	6,861 $1.03 Million
Q1 2024 Apr 24, 2024	BUY	$126.46 - $151.44 $139,232 - $166,735	1,101 Added 47.81%	3,404 $515,000
Q4 2023 Feb 09, 2024	SELL	$105.72 - $133.01 $24,315 - $30,592	-230 Reduced 9.08%	2,303 $302,000
Q3 2023 Oct 24, 2023	SELL	$111.55 - $125.68 $490,262 - $552,363	-4,395 Reduced 63.44%	2,533 $287,000
Q2 2023 Jul 13, 2023	SELL	$109.06 - $121.25 $323,253 - $359,385	-2,964 Reduced 29.96%	6,928 $840,000
Q1 2023 May 11, 2023	BUY	$107.11 - $119.52 $329,149 - $367,284	3,073 Added 45.07%	9,892 $1.11 Million
Q4 2022 Feb 08, 2023	BUY	$108.83 - $121.93 $112,203 - $125,709	1,031 Added 17.81%	6,819 $778,000
Q3 2022 Oct 17, 2022	BUY	$104.03 - $120.94 $129,101 - $150,086	1,241 Added 27.29%	5,788 $0
Q2 2022 Jul 13, 2022	BUY	$105.22 - $127.46 $29,145 - $35,306	277 Added 6.49%	4,547 $0
Q1 2022 May 12, 2022	SELL	$115.65 - $134.15 $366,494 - $425,121	-3,169 Reduced 42.6%	4,270 $0
Q4 2021 Feb 03, 2022	SELL	$126.53 - $142.48 $39,097 - $44,026	-309 Reduced 3.99%	7,439 $0
Q3 2021 Nov 02, 2021	BUY	$122.04 - $134.35 $132,657 - $146,038	1,087 Added 16.32%	7,748 $0
Q2 2021 Aug 10, 2021	BUY	$120.29 - $132.08 $206,177 - $226,385	1,714 Added 34.65%	6,661 $0
Q1 2021 May 07, 2021	SELL	$111.4 - $133.38 $6,684 - $8,002	-60 Reduced 1.2%	4,947 $0
Q4 2020 Feb 04, 2021	BUY	$92.68 - $115.55 $92 - $115	1 Added 0.02%	5,007 $0
Q3 2020 Oct 29, 2020	BUY	$86.39 - $97.86 $172 - $195	2 Added 0.04%	5,006 $0
Q1 2020 May 08, 2020	BUY	$58.25 - $92.33 $49,978 - $79,219	858 Added 20.69%	5,004 $0
Q4 2019 Feb 04, 2020	BUY	$79.0 - $86.67 $29,072 - $31,894	368 Added 9.74%	4,146 $0
Q3 2019 Nov 06, 2019	BUY	$80.29 - $82.8 $303,335 - $312,818	3,778 New	3,778 $0

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
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Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd U S Mom Transaction History