Envestnet Asset Management Inc Vanguard Wellington Fd U S Mom Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Envestnet Asset Management Inc holds 82,210 shares of VFMO stock, worth $13.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

82,210

Previous 88,811 7.43%

Holding current value

$13.7 Million

Previous $13.3 Million 0.81%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$141.31 - $161.48 $932,787 - $1.07 Million	-6,601 Reduced 7.43%	82,210 $13.2 Million
Q2 2024 Aug 08, 2024	SELL	$138.89 - $152.14 $2.79 Million - $3.06 Million	-20,082 Reduced 18.44%	88,811 $13.3 Million
Q1 2024 May 13, 2024	SELL	$126.46 - $151.44 $219,028 - $262,294	-1,732 Reduced 1.57%	108,893 $16.5 Million
Q4 2023 Feb 13, 2024	SELL	$105.72 - $133.01 $1.04 Million - $1.3 Million	-9,808 Reduced 8.14%	110,625 $14.5 Million
Q3 2023 Nov 13, 2023	BUY	$111.55 - $125.68 $258,907 - $291,703	2,321 Added 1.97%	120,433 $13.7 Million
Q2 2023 Aug 04, 2023	SELL	$109.06 - $121.25 $61,291 - $68,142	-562 Reduced 0.47%	118,112 $14.3 Million
Q1 2023 May 11, 2023	BUY	$107.11 - $119.52 $212,720 - $237,366	1,986 Added 1.7%	118,674 $13.4 Million
Q4 2022 Feb 07, 2023	BUY	$108.83 - $121.93 $46,470 - $52,064	427 Added 0.37%	116,688 $13.3 Million
Q3 2022 Nov 10, 2022	SELL	$104.03 - $120.94 $971,744 - $1.13 Million	-9,341 Reduced 7.44%	116,261 $12.3 Million
Q2 2022 Aug 03, 2022	SELL	$105.22 - $127.46 $234,851 - $284,490	-2,232 Reduced 1.75%	125,602 $13.4 Million
Q1 2022 May 04, 2022	BUY	$115.65 - $134.15 $640,816 - $743,325	5,541 Added 4.53%	127,834 $16.2 Million
Q4 2021 Feb 04, 2022	SELL	$126.53 - $142.48 $292,537 - $329,413	-2,312 Reduced 1.86%	122,293 $16.3 Million
Q3 2021 Oct 07, 2021	BUY	$122.04 - $134.35 $15.2 Million - $16.7 Million	124,605 New	124,605 $16 Million

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

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 Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Account

Envestnet Asset Management Inc Vanguard Wellington Fd U S Mom Transaction History