Clearstead Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Clearstead Advisors, LLC holds 15,604 shares of VFMO stock, worth $2.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,604
Previous 10,766 44.94%
Holding current value
$2.64 Million
Previous $1.62 Million 55.29%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 13, 2024
BUY
$141.31 - $161.48 $683,657 - $781,240
4,838 Added 44.94%
15,604 $2.51 Million
Q2 2024

Aug 09, 2024
BUY
$138.89 - $152.14 $1.5 Million - $1.64 Million
10,766 New
10,766 $1.62 Million

Others Institutions Holding VFMO

# of Institutions
111
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email