Journey Advisory Group, LLC Vanguard Wellington Fd U S Mom Transaction History

Journey Advisory Group, LLC

$1.2 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	SELL	$141.31 - $161.48 $127,602 - $145,816	-903 Reduced 2.57%	34,257 $5.51 Million
Q2 2024 Aug 02, 2024	BUY	$138.89 - $152.14 $224,168 - $245,553	1,614 Added 4.81%	35,160 $5.28 Million
Q1 2024 May 09, 2024	BUY	$126.46 - $151.44 $60,953 - $72,994	482 Added 1.46%	33,546 $5.07 Million
Q4 2023 Feb 12, 2024	BUY	$105.72 - $133.01 $284,598 - $358,062	2,692 Added 8.86%	33,064 $4.34 Million
Q3 2023 Nov 15, 2023	BUY	$111.55 - $125.68 $449,881 - $506,867	4,033 Added 15.31%	30,372 $3.44 Million
Q2 2023 Aug 09, 2023	BUY	$109.06 - $121.25 $74,051 - $82,328	679 Added 2.65%	26,339 $3.19 Million
Q1 2023 May 04, 2023	BUY	$107.11 - $119.52 $2.75 Million - $3.07 Million	25,660 New	25,660 $2.89 Million

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

About VANGUARD WELLINGTON FD U S MOM

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