O'Shaughnessy Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History

O'Shaughnessy Asset Management, LLC

  • $12.1 Billion
  • Q1 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 3,373 shares of VFMO stock, worth $576,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,373
Previous 2,151 56.81%
Holding current value
$576,917
Previous $353,000 44.76%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$147.38 - $176.39 $180,098 - $215,548
1,222 Added 56.81%
3,373 $511,000
Q4 2024

Feb 12, 2025
BUY
$159.11 - $178.39 $21,479 - $24,082
135 Added 6.7%
2,151 $353,000
Q3 2024

Nov 12, 2024
BUY
$141.31 - $161.48 $36,740 - $41,984
260 Added 14.81%
2,016 $324,000
Q2 2024

Aug 14, 2024
BUY
$138.89 - $152.14 $243,890 - $267,157
1,756 New
1,756 $263,000
Q3 2023

Nov 13, 2023
BUY
$111.55 - $125.68 $33,799 - $38,081
303 Added 11.15%
3,021 $342,000
Q2 2023

Aug 11, 2023
BUY
$109.06 - $121.25 $296,425 - $329,557
2,718 New
2,718 $329,000

Others Institutions Holding VFMO

# of Institutions
148
Shares Held
3.19M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
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More about VFMO
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