Morgan Stanley Vanguard Wellington Fd U S Mom Transaction History

Morgan Stanley

$1.36 Trillion
Q1 2025

A detailed history of Morgan Stanley transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Morgan Stanley holds 4,783 shares of VFMO stock, worth $845,634. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,783

Previous 5,001 4.36%

Holding current value

$845,634

Previous $822,000 11.8%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$147.38 - $176.39 $32,128 - $38,453	-218 Reduced 4.36%	4,783 $725,000
Q4 2024 Feb 14, 2025	BUY	$159.11 - $178.39 $671,603 - $752,984	4,221 Added 541.15%	5,001 $822,000
Q3 2024 May 14, 2025	SELL	$141.31 - $161.48 $10,598 - $12,111	-75 Reduced 8.77%	780 $125,000
Q3 2024 Nov 14, 2024	SELL	$141.31 - $161.48 $10,598 - $12,111	-75 Reduced 8.77%	780 $125,000
Q2 2024 May 14, 2025	SELL	$138.89 - $152.14 $575,837 - $630,772	-4,146 Reduced 82.9%	855 $128,000
Q2 2024 Oct 17, 2024	BUY	$138.89 - $152.14 $10,416 - $11,410	75 Added 9.62%	855 $128,000
Q2 2024 Aug 14, 2024	BUY	$138.89 - $152.14 $10,416 - $11,410	75 Added 9.62%	855 $128,000
Q1 2024 Oct 17, 2024	SELL	$126.46 - $151.44 $9,484 - $11,358	-75 Reduced 8.77%	780 $117,000
Q1 2024 Aug 16, 2024	BUY	$126.46 - $151.44 $86,372 - $103,433	683 Added 704.12%	780 $117,000
Q1 2024 May 15, 2024	BUY	$126.46 - $151.44 $86,372 - $103,433	683 Added 704.12%	780 $117,000
Q4 2023 Aug 16, 2024	SELL	$105.72 - $133.01 $80,135 - $100,821	-758 Reduced 88.65%	97 $12,000
Q4 2023 Feb 13, 2024	BUY	$105.72 - $133.01 $9,620 - $12,103	91 Added 1516.67%	97 $12,000
Q3 2023 Nov 15, 2023	BUY	$111.55 - $125.68 $111 - $125	1 Added 20.0%	6 $0
Q3 2021 Nov 15, 2021	BUY	$122.04 - $134.35 $610 - $671	5 New	5 $1,000

Others Institutions Holding VFMO

# of Institutions

149

Shares Held

3.15M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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