A detailed history of Ifp Advisors, Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ifp Advisors, Inc holds 785 shares of VFMO stock, worth $136,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
785
Previous 887 11.5%
Holding current value
$136,119
Previous $142,000 9.15%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$159.11 - $178.39 $16,229 - $18,195
-102 Reduced 11.5%
785 $129,000
Q3 2024

Feb 04, 2025

SELL
$141.31 - $161.48 $1.28 Million - $1.47 Million
-9,084 Reduced 91.1%
887 $142,000
Q2 2024

Jul 30, 2024

BUY
$138.89 - $152.14 $275,002 - $301,237
1,980 Added 24.78%
9,971 $1.5 Million
Q1 2024

Jul 30, 2024

BUY
$126.46 - $151.44 $1.01 Million - $1.21 Million
7,991 New
7,991 $1.21 Million
Q4 2022

Feb 07, 2023

BUY
$108.83 - $121.93 $30,690 - $34,384
282 New
282 $22,000

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


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