Creative Planning Vanguard Wellington Fd U S Mom Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Creative Planning holds 1,672 shares of VFMO stock, worth $275,227. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,672

Previous 1,671 0.06%

Holding current value

$275,227

Previous $274,000 7.66%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$147.38 - $176.39 $147 - $176	1 Added 0.06%	1,672 $253,000
Q4 2024 Feb 14, 2025	SELL	$159.11 - $178.39 $488,626 - $547,835	-3,071 Reduced 64.76%	1,671 $274,000
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

148

Shares Held

3.19M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Creative Planning Vanguard Wellington Fd U S Mom Transaction History