Davidson Investment Advisors Vanguard Wellington Fd U S Mom Transaction History

Davidson Investment Advisors

  • $1.93 Billion
  • Q1 2024

A detailed history of Davidson Investment Advisors transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Davidson Investment Advisors holds 203,320 shares of VFMO stock, worth $30.5 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
203,320
Previous 115,542 75.97%
Holding current value
$30.5 Million
Previous $15.2 Million 102.77%
% of portfolio
1.6%
Previous 0.87%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$126.46 - $151.44 $11.1 Million - $13.3 Million
87,778 Added 75.97%
203,320 $30.8 Million
Q4 2023

Feb 09, 2024
BUY
$105.72 - $133.01 $2.08 Million - $2.61 Million
19,635 Added 20.47%
115,542 $15.2 Million
Q3 2023

Nov 08, 2023
BUY
$111.55 - $125.68 $1.67 Million - $1.88 Million
14,997 Added 18.54%
95,907 $10.9 Million
Q2 2023

Aug 10, 2023
BUY
$109.06 - $121.25 $904,761 - $1.01 Million
8,296 Added 11.42%
80,910 $9.81 Million
Q1 2023

Aug 22, 2023
SELL
$107.11 - $119.52 $888,584 - $991,537
-8,296 Reduced 10.25%
72,614 $8.17 Million
Q1 2023

May 02, 2023
BUY
$107.11 - $119.52 $1.4 Million - $1.56 Million
13,033 Added 21.87%
72,614 $8.17 Million
Q4 2022

Feb 02, 2023
BUY
$112.54 - $121.93 $1.11 Million - $1.2 Million
9,831 Added 19.76%
59,581 $6.8 Million
Q3 2022

Nov 07, 2022
BUY
N/A
18,031 Added 56.85%
49,750 $5.26 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-2,694 Reduced 7.83%
31,719 $3.38 Million
Q1 2022

May 12, 2022
BUY
N/A
7,067 Added 25.84%
34,413 $4.35 Million
Q4 2021

Jan 28, 2022
BUY
N/A
27,346 New
27,346 $3.64 Million

Others Institutions Holding VFMO

# of Institutions
86
Shares Held
2.03M
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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