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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 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 1,884 shares of VFMO stock, worth $331,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,884
Previous 1,403 34.28%
Holding current value
$331,094
Previous $213 Million 52.71%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
3.35M
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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