Creative Planning Vanguard Wellington Fd U S Mom Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Creative Planning holds 4,742 shares of VFMO stock, worth $791,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,742
Previous 4,816 1.54%
Holding current value
$791,060
Previous $723,000 5.53%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$141.31 - $161.48 $10,456 - $11,949
-74 Reduced 1.54%
4,742 $763,000
Q2 2024

Aug 15, 2024
BUY
$138.89 - $152.14 $80,139 - $87,784
577 Added 13.61%
4,816 $723,000
Q1 2024

May 10, 2024
BUY
$126.46 - $151.44 $2,023 - $2,423
16 Added 0.38%
4,239 $641,000
Q1 2023

May 15, 2023
BUY
$107.11 - $119.52 $452,325 - $504,732
4,223 New
4,223 $475,000

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

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