Concurrent Investment Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,145 shares of VFMO stock, worth $428,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,145
Previous 1,884 13.85%
Holding current value
$428,571
Previous $325 Million 26.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$170.68 - $192.95 $44,547 - $50,359
261 Added 13.85%
2,145 $411 Million
Q2 2025

Jul 25, 2025
BUY
$134.25 - $172.52 $64,574 - $82,982
481 Added 34.28%
1,884 $325 Million
Q1 2025

Apr 29, 2025
BUY
$147.38 - $176.39 $206,774 - $247,475
1,403 New
1,403 $213 Million

Others Institutions Holding VFMO

# of Institutions
152
Shares Held
3.37M
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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