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

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025

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 348,637 shares of VFMO stock, worth $61.3 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
348,637
Previous 387,992 10.14%
Holding current value
$61.3 Million
Previous $58.9 Million 2.18%
% of portfolio
1.47%
Previous 1.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$134.25 - $172.52 $5.28 Million - $6.79 Million
-39,355 Reduced 10.14%
348,637 $60.1 Million
Q1 2025

May 08, 2025
BUY
$147.38 - $176.39 $45.7 Million - $54.7 Million
310,175 Added 398.6%
387,992 $58.9 Million
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
151
Shares Held
3.39M
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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