Lpl Financial LLC Vanguard Wellington Fd U S Mom Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Lpl Financial LLC holds 102,003 shares of VFMO stock, worth $16.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

102,003

Previous 85,783 18.91%

Holding current value

$16.8 Million

Previous $14.1 Million 9.74%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$147.38 - $176.39 $2.39 Million - $2.86 Million	16,220 Added 18.91%	102,003 $15.5 Million
Q4 2024 Feb 11, 2025	BUY	$159.11 - $178.39 $3.95 Million - $4.42 Million	24,804 Added 40.68%	85,783 $14.1 Million
Q3 2024 Nov 08, 2024	SELL	$141.31 - $161.48 $581,914 - $664,974	-4,118 Reduced 6.33%	60,979 $9.81 Million
Q2 2024 Aug 07, 2024	BUY	$138.89 - $152.14 $3.67 Million - $4.02 Million	26,392 Added 68.19%	65,097 $9.78 Million
Q1 2024 May 10, 2024	BUY	$126.46 - $151.44 $211,061 - $252,753	1,669 Added 4.51%	38,705 $5.86 Million
Q4 2023 Feb 14, 2024	BUY	$105.72 - $133.01 $491,386 - $618,230	4,648 Added 14.35%	37,036 $4.86 Million
Q3 2023 Nov 13, 2023	BUY	$111.55 - $125.68 $183,611 - $206,869	1,646 Added 5.35%	32,388 $3.67 Million
Q2 2023 Jul 31, 2023	BUY	$109.06 - $121.25 $89,974 - $100,031	825 Added 2.76%	30,742 $3.73 Million
Q1 2023 May 10, 2023	BUY	$107.11 - $119.52 $613,418 - $684,491	5,727 Added 23.68%	29,917 $3.37 Million
Q4 2022 Feb 07, 2023	BUY	$108.83 - $121.93 $486,470 - $545,027	4,470 Added 22.67%	24,190 $2.76 Million
Q3 2022 Nov 14, 2022	BUY	$104.03 - $120.94 $1.13 Million - $1.32 Million	10,876 Added 122.98%	19,720 $2.09 Million
Q2 2022 Aug 12, 2022	BUY	$105.22 - $127.46 $520,312 - $630,289	4,945 Added 126.83%	8,844 $943,000
Q1 2022 May 16, 2022	SELL	$115.65 - $134.15 $7,401 - $8,585	-64 Reduced 1.61%	3,899 $493,000
Q4 2021 Feb 14, 2022	BUY	$126.53 - $142.48 $21,889 - $24,649	173 Added 4.56%	3,963 $528,000
Q3 2021 Nov 15, 2021	SELL	$122.04 - $134.35 $118,989 - $130,991	-975 Reduced 20.46%	3,790 $487,000
Q2 2021 Aug 13, 2021	SELL	$120.29 - $132.08 $962 - $1,056	-8 Reduced 0.17%	4,765 $627,000
Q1 2021 May 14, 2021	BUY	$111.4 - $133.38 $132,120 - $158,188	1,186 Added 33.06%	4,773 $591,000
Q4 2020 Feb 12, 2021	BUY	$92.68 - $115.55 $34,384 - $42,869	371 Added 11.54%	3,587 $404,000
Q3 2020 Nov 09, 2020	BUY	$86.39 - $97.86 $277,830 - $314,717	3,216 New	3,216 $305,000

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.19M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

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Lpl Financial LLC Vanguard Wellington Fd U S Mom Transaction History