A detailed history of Merit Financial Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Merit Financial Group, LLC holds 17,899 shares of VFMO stock, worth $3.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,899
Previous 13,969 28.13%
Holding current value
$3.15 Million
Previous $2.11 Million 46.03%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
$134.25 - $172.52 $527,602 - $678,003
3,930 Added 28.13%
17,899 $3.09 Million
Q1 2025

Apr 09, 2025

BUY
$147.38 - $176.39 $381,861 - $457,026
2,591 Added 22.77%
13,969 $2.11 Million
Q4 2024

Jan 15, 2025

BUY
$159.11 - $178.39 $1.81 Million - $2.03 Million
11,378 New
11,378 $1.87 Million

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.