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 8,145 shares of VFMO stock, worth $1.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,145
Previous 8,081 0.79%
Holding current value
$1.3 Million
Previous $1.22 Million 0.08%
% of portfolio
0.33%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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