Compass Ion Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,879 shares of VFMO stock, worth $775,024. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,879
Previous 6,959 44.26%
Holding current value
$775,024
Previous $1.06 Million 36.59%
% of portfolio
0.08%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$134.25 - $172.52 $413,490 - $531,361
-3,080 Reduced 44.26%
3,879 $669,000
Q1 2025

Apr 21, 2025
BUY
$147.38 - $176.39 $1.03 Million - $1.23 Million
6,959 New
6,959 $1.06 Million

Others Institutions Holding VFMO

# of Institutions
154
Shares Held
3.38M
Call Options Held
0
Put Options Held
0
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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