Great Valley Advisor Group, Inc. Vanguard Wellington Fd U S Mom Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 55,408 shares of VFMO stock, worth $9.25 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

55,408

Previous 29,762 86.17%

Holding current value

$9.25 Million

Previous $4.47 Million 99.49%

% of portfolio

0.23%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$141.31 - $161.48 $3.62 Million - $4.14 Million	25,646 Added 86.17%	55,408 $8.92 Million
Q2 2024 Jul 16, 2024	BUY	$138.89 - $152.14 $646,532 - $708,211	4,655 Added 18.54%	29,762 $4.47 Million
Q1 2024 May 03, 2024	BUY	$126.46 - $151.44 $952,243 - $1.14 Million	7,530 Added 42.84%	25,107 $3.8 Million
Q4 2023 Feb 05, 2024	BUY	$105.72 - $133.01 $421,928 - $530,842	3,991 Added 29.38%	17,577 $2.31 Million
Q3 2023 Nov 06, 2023	BUY	$111.55 - $125.68 $1.12 Million - $1.27 Million	10,067 Added 286.08%	13,586 $1.54 Million
Q2 2023 Aug 10, 2023	SELL	$109.06 - $121.25 $173,841 - $193,272	-1,594 Reduced 31.18%	3,519 $426,000
Q1 2023 May 02, 2023	BUY	$107.11 - $119.52 $547,653 - $611,105	5,113 New	5,113 $575,000

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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Vanguard Wellington Fd U S Mom Transaction History