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

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 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 6,120 shares of VFMO stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,120
Previous 3,879 57.77%
Holding current value
$1.13 Million
Previous $669,000 75.19%
% of portfolio
0.12%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$170.68 - $192.95 $382,493 - $432,400
2,241 Added 57.77%
6,120 $1.17 Million
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
157
Shares Held
3.41M
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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