Edge Capital Group, LLC Vanguard Wellington Fd U S Mom Transaction History

Edge Capital Group, LLC

$1.9 Billion
Q4 2024

A detailed history of Edge Capital Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Edge Capital Group, LLC holds 1,000 shares of VFMO stock, worth $175,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,000

Previous 6,468 84.54%

Holding current value

$175,740

Previous $1.04 Million 84.25%

% of portfolio

0.01%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$159.11 - $178.39 $870,013 - $975,436	-5,468 Reduced 84.54%	1,000 $164,000
Q3 2024 Nov 12, 2024	SELL	$141.31 - $161.48 $41,686 - $47,636	-295 Reduced 4.36%	6,468 $1.04 Million
Q2 2024 Aug 13, 2024	BUY	$138.89 - $152.14 $277 - $304	2 Added 0.03%	6,763 $1.02 Million
Q1 2024 May 14, 2024	SELL	$126.46 - $151.44 $194,874 - $233,369	-1,541 Reduced 18.56%	6,761 $1.02 Million
Q4 2023 Feb 13, 2024	SELL	$105.72 - $133.01 $6.17 Million - $7.77 Million	-58,381 Reduced 87.55%	8,302 $1.09 Million
Q3 2023 Nov 13, 2023	BUY	$111.55 - $125.68 $56,332 - $63,468	505 Added 0.76%	66,683 $7.56 Million
Q2 2023 Aug 08, 2023	BUY	$109.06 - $121.25 $303,404 - $337,317	2,782 Added 4.39%	66,178 $8.02 Million
Q1 2023 May 04, 2023	BUY	$107.11 - $119.52 $642,445 - $716,880	5,998 Added 10.45%	63,396 $7.13 Million
Q4 2022 Feb 07, 2023	SELL	$108.83 - $121.93 $109,374 - $122,539	-1,005 Reduced 1.72%	57,398 $6.55 Million
Q3 2022 Nov 09, 2022	BUY	$104.03 - $120.94 $5.61 Million - $6.52 Million	53,901 Added 1197.27%	58,403 $6.18 Million
Q2 2022 Aug 08, 2022	SELL	$105.22 - $127.46 $3.7 Million - $4.49 Million	-35,189 Reduced 88.66%	4,502 $636,000
Q1 2022 May 03, 2022	BUY	$115.65 - $134.15 $524,588 - $608,504	4,536 Added 12.9%	39,691 $5.02 Million
Q4 2021 Jan 19, 2022	BUY	$126.53 - $142.48 $159,554 - $179,667	1,261 Added 3.72%	35,155 $4.68 Million
Q3 2021 Oct 26, 2021	SELL	$122.04 - $134.35 $117,768 - $129,647	-965 Reduced 2.77%	33,894 $4.36 Million
Q2 2021 Aug 09, 2021	SELL	$120.29 - $132.08 $145,190 - $159,420	-1,207 Reduced 3.35%	34,859 $4.58 Million
Q1 2021 May 13, 2021	SELL	$111.4 - $133.38 $71,630 - $85,763	-643 Reduced 1.75%	36,066 $4.47 Million
Q4 2020 Feb 16, 2021	BUY	$92.68 - $115.55 $25,579 - $31,891	276 Added 0.76%	36,709 $4.14 Million
Q3 2020 Nov 09, 2020	BUY	$86.39 - $97.86 $496,742 - $562,695	5,750 Added 18.74%	36,433 $3.46 Million
Q2 2020 Aug 11, 2020	SELL	$62.68 - $86.11 $692,112 - $950,826	-11,042 Reduced 26.46%	30,683 $2.64 Million
Q1 2020 May 08, 2020	SELL	$58.25 - $92.33 $146,440 - $232,117	-2,514 Reduced 5.68%	41,725 $2.82 Million
Q4 2019 Feb 11, 2020	SELL	$79.0 - $86.67 $78,210 - $85,803	-990 Reduced 2.19%	44,239 $3.82 Million
Q3 2019 Nov 12, 2019	SELL	$80.29 - $82.8 $87,435 - $90,169	-1,089 Reduced 2.35%	45,229 $3.65 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-2,762 Reduced 5.63%	46,318 $3.82 Million
Q1 2019 May 14, 2019	SELL	N/A	-1,046 Reduced 2.09%	49,080 $3.89 Million
Q4 2018 Feb 14, 2019	BUY	N/A	50,126 New	50,126 $3.42 Million

Others Institutions Holding VFMO

# of Institutions

151

Shares Held

3.4M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Edge Capital Group, LLC Vanguard Wellington Fd U S Mom Transaction History