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 $554,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,373
Previous 2,151 56.81%
Holding current value
$554,622
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
  • Industry ETFs
More about VFMO
Track This Portfolio

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, 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 O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email