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 $2.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,604
Previous 10,766 44.94%
Holding current value
$2.6 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
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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