Iam Advisory, LLC Vanguard Wellington Fd U S Mom Transaction History

Iam Advisory, LLC

  • $381 Million
  • Q1 2025

A detailed history of Iam Advisory, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Iam Advisory, LLC holds 8,348 shares of VFMO stock, worth $1.37 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,348
Previous 8,313 0.42%
Holding current value
$1.37 Million
Previous $1.37 Million 7.54%
% of portfolio
0.33%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$147.38 - $176.39 $5,158 - $6,173
35 Added 0.42%
8,348 $1.26 Million
Q4 2024

Jan 15, 2025
SELL
$159.11 - $178.39 $795 - $891
-5 Reduced 0.06%
8,313 $1.37 Million
Q3 2024

Oct 07, 2024
BUY
$141.31 - $161.48 $24,446 - $27,936
173 Added 2.12%
8,318 $1.34 Million
Q2 2024

Jul 12, 2024
BUY
$138.89 - $152.14 $8,888 - $9,736
64 Added 0.79%
8,145 $1.22 Million
Q1 2024

Apr 15, 2024
BUY
$126.46 - $151.44 $1.02 Million - $1.22 Million
8,081 New
8,081 $1.22 Million

Others Institutions Holding VFMO

# of Institutions
148
Shares Held
3.19M
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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