Kestra Advisory Services, LLC Vanguard Wellington Fd U S Mom Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 10,905 shares of VFMO stock, worth $1.92 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,905

Previous 11,155 2.24%

Holding current value

$1.92 Million

Previous $1.83 Million 9.77%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$147.38 - $176.39 $36,845 - $44,097	-250 Reduced 2.24%	10,905 $1.65 Million
Q4 2024 Feb 10, 2025	SELL	$159.11 - $178.39 $477 - $535	-3 Reduced 0.03%	11,155 $1.83 Million
Q2 2024 Aug 14, 2024	BUY	$138.89 - $152.14 $155,695 - $170,548	1,121 Added 11.17%	11,158 $1.68 Million
Q1 2024 May 15, 2024	BUY	$126.46 - $151.44 $51,089 - $61,181	404 Added 4.19%	10,037 $1.52 Million
Q4 2023 Feb 14, 2024	BUY	$105.72 - $133.01 $211 - $266	2 Added 0.02%	9,633 $1.26 Million
Q3 2023 Nov 09, 2023	BUY	$111.55 - $125.68 $40,715 - $45,873	365 Added 3.94%	9,631 $1.09 Million
Q2 2023 Aug 11, 2023	BUY	$109.06 - $121.25 $18,322 - $20,370	168 Added 1.85%	9,266 $1.12 Million
Q1 2023 May 12, 2023	BUY	$107.11 - $119.52 $410,338 - $457,881	3,831 Added 72.74%	9,098 $1.02 Million
Q4 2022 Jan 31, 2023	SELL	$108.83 - $121.93 $44,946 - $50,357	-413 Reduced 7.27%	5,267 $600,000
Q3 2022 Nov 01, 2022	BUY	$104.03 - $120.94 $2,392 - $2,781	23 Added 0.41%	5,680 $601 Million
Q2 2022 Aug 12, 2022	SELL	$105.22 - $127.46 $6,207 - $7,520	-59 Reduced 1.03%	5,657 $603,000
Q1 2022 Apr 26, 2022	BUY	$115.65 - $134.15 $45,913 - $53,257	397 Added 7.46%	5,716 $0
Q4 2021 Jan 20, 2022	SELL	$126.53 - $142.48 $105,526 - $118,828	-834 Reduced 13.55%	5,319 $0
Q3 2021 Oct 19, 2021	BUY	$122.04 - $134.35 $750,912 - $826,655	6,153 New	6,153 $0

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.41M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Kestra Advisory Services, LLC Vanguard Wellington Fd U S Mom Transaction History