Creative Planning Vanguard Wellington Fd U S Mom Transaction History

Creative Planning

$116 Billion
Q2 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 $334,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,672

Previous 1,672 -0.0%

Holding current value

$334,065

Previous $253,000 13.83%

% 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

156

Shares Held

3.42M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Vanguard Wellington Fd U S Mom Transaction History