Prospera Financial Services Inc Vanguard Wellington Fd U S Mom Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	SELL	$108.83 - $121.93 $162,700 - $182,285	-1,495 Reduced 35.0%	2,776 $316,000
Q3 2022 Oct 27, 2022	SELL	$104.03 - $120.94 $15,292 - $17,778	-147 Reduced 3.33%	4,271 $452,000
Q2 2022 Aug 08, 2022	SELL	$105.22 - $127.46 $841 - $1,019	-8 Reduced 0.18%	4,418 $471,000
Q1 2022 May 04, 2022	SELL	$115.65 - $134.15 $55,512 - $64,392	-480 Reduced 9.78%	4,426 $559,000
Q4 2021 Feb 10, 2022	SELL	$126.53 - $142.48 $26,824 - $30,205	-212 Reduced 4.14%	4,906 $653,000
Q3 2021 Nov 12, 2021	BUY	$122.04 - $134.35 $10,739 - $11,822	88 Added 1.75%	5,118 $658,000
Q2 2021 Aug 12, 2021	SELL	$120.29 - $132.08 $44,026 - $48,341	-366 Reduced 6.78%	5,030 $661,000
Q1 2021 May 06, 2021	BUY	$111.4 - $133.38 $601,114 - $719,718	5,396 New	5,396 $668,000

Others Institutions Holding VFMO

# of Institutions

112

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$76.5 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$73.4 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$48.8 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$24.3 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$22.8 Million
1.02% of portfolio

About VANGUARD WELLINGTON FD U S MOM

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