Lpl Financial LLC Vanguard Wellington Fd U S Mom Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

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 60,979 shares of VFMO stock, worth $10.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60,979
Previous 65,097 6.33%
Holding current value
$10.3 Million
Previous $9.78 Million 0.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About VANGUARD WELLINGTON FD U S MOM

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