Chicago Partners Investment Group LLC Vanguard Wellington Fd U S Mom Transaction History

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 2,062 shares of VFMO stock, worth $349,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,062
Previous 2,061 0.05%
Holding current value
$349,055
Previous $309,000 7.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024
BUY
$141.31 - $161.48 $141 - $161
1 Added 0.05%
2,062 $331,000
Q2 2024

Jul 31, 2024
SELL
$138.89 - $152.14 $22,500 - $24,646
-162 Reduced 7.29%
2,061 $309,000
Q1 2024

Apr 25, 2024
BUY
$126.46 - $151.44 $281,120 - $336,651
2,223 New
2,223 $336,000
Q2 2023

Aug 07, 2023
SELL
$109.06 - $121.25 $27,155 - $30,191
-249 Reduced 12.63%
1,722 $208,000
Q1 2023

Apr 26, 2023
BUY
$107.11 - $119.52 $5,998 - $6,693
56 Added 2.92%
1,971 $221,000
Q4 2022

Feb 09, 2023
BUY
$108.83 - $121.93 $6,420 - $7,193
59 Added 3.18%
1,915 $218,000
Q3 2022

Nov 09, 2022
SELL
$104.03 - $120.94 $232,403 - $270,179
-2,234 Reduced 54.62%
1,856 $220,000
Q2 2022

Aug 04, 2022
BUY
$105.22 - $127.46 $1,578 - $1,911
15 Added 0.37%
4,090 $472,000
Q1 2022

May 20, 2022
BUY
$115.65 - $134.15 $925 - $1,073
8 Added 0.2%
4,075 $454,000
Q4 2021

Feb 15, 2022
BUY
$126.53 - $142.48 $1,391 - $1,567
11 Added 0.27%
4,067 $495,000
Q3 2021

Nov 12, 2021
SELL
$122.04 - $134.35 $122 - $134
-1 Reduced 0.02%
4,056 $0
Q2 2021

Aug 02, 2021
BUY
$120.29 - $132.08 $601 - $660
5 Added 0.12%
4,057 $524,000
Q1 2021

Apr 28, 2021
SELL
$111.4 - $133.38 $33,085 - $39,613
-297 Reduced 6.83%
4,052 $525,000
Q4 2020

Jan 27, 2021
BUY
$92.68 - $115.55 $463 - $577
5 Added 0.12%
4,349 $537,000
Q3 2020

Nov 06, 2020
BUY
$86.39 - $97.86 $6,997 - $7,926
81 Added 1.9%
4,344 $418,000
Q2 2020

Jul 31, 2020
BUY
$62.68 - $86.11 $250 - $344
4 Added 0.09%
4,263 $389,000
Q1 2020

Apr 22, 2020
BUY
$58.25 - $92.33 $349 - $553
6 Added 0.14%
4,259 $319,000
Q4 2019

Jan 24, 2020
BUY
$79.0 - $86.67 $1,027 - $1,126
13 Added 0.31%
4,253 $380,000
Q3 2019

Oct 31, 2019
BUY
$80.29 - $82.8 $642 - $662
8 Added 0.19%
4,240 $346,000
Q2 2019

Jul 24, 2019
BUY
N/A
10 Added 0.24%
4,232 $356,000
Q1 2019

Apr 22, 2019
SELL
N/A
-574 Reduced 11.97%
4,222 $332,000
Q4 2018

Jan 11, 2019
BUY
N/A
590 Added 14.03%
4,796 $346,000
Q3 2018

Nov 05, 2018
BUY
N/A
11 Added 0.26%
4,206 $309,000
Q2 2018

Aug 31, 2018
BUY
N/A
4,195 New
4,195 $340,000

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

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More about VFMO
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