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

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 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 77,817 shares of VFMO stock, worth $11.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

77,817

Previous 55,408 40.44%

Holding current value

$11.9 Million

Previous $8.92 Million 43.43%

% of portfolio

0.31%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$159.11 - $178.39 $3.57 Million - $4 Million	22,409 Added 40.44%	77,817 $12.8 Million
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

138

Shares Held

2.73M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
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Great Valley Advisor Group, Inc. Vanguard Wellington Fd U S Mom Transaction History