Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ritholtz Wealth Management holds 441,345 shares of VFMO stock, worth $76.3 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

441,345

Previous 431,899 2.19%

Holding current value

$76.3 Million

Previous $69.5 Million 4.36%

% of portfolio

2.16%

Previous 2.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$159.11 - $178.39 $1.5 Million - $1.69 Million	9,446 Added 2.19%	441,345 $72.5 Million
Q3 2024 Oct 10, 2024	BUY	$141.31 - $161.48 $1.68 Million - $1.92 Million	11,880 Added 2.83%	431,899 $69.5 Million
Q2 2024 Jul 31, 2024	SELL	$138.89 - $152.14 $179,168 - $196,260	-1,290 Reduced 0.31%	420,019 $63.1 Million
Q1 2024 Apr 24, 2024	BUY	$126.46 - $151.44 $67,023 - $80,263	530 Added 0.13%	421,309 $63.7 Million
Q4 2023 Jan 18, 2024	BUY	$105.72 - $133.01 $1.61 Million - $2.03 Million	15,228 Added 3.75%	420,779 $55.2 Million
Q3 2023 Oct 13, 2023	BUY	$111.55 - $125.68 $2.53 Million - $2.85 Million	22,699 Added 5.93%	405,551 $46 Million
Q2 2023 Jul 14, 2023	BUY	$109.06 - $121.25 $2.82 Million - $3.14 Million	25,872 Added 7.25%	382,852 $46.4 Million
Q1 2023 Apr 19, 2023	BUY	$107.11 - $119.52 $1.23 Million - $1.37 Million	11,473 Added 3.32%	356,980 $40.2 Million
Q4 2022 Jan 18, 2023	SELL	$108.83 - $121.93 $878,693 - $984,462	-8,074 Reduced 2.28%	345,507 $0
Q3 2022 Oct 18, 2022	BUY	$104.03 - $120.94 $5.18 Million - $6.03 Million	49,827 Added 16.4%	353,581 $37.4 Million
Q2 2022 Jul 15, 2022	BUY	$105.22 - $127.46 $1.03 Million - $1.25 Million	9,828 Added 3.34%	303,754 $32.4 Million
Q1 2022 Apr 14, 2022	BUY	$115.65 - $134.15 $2.97 Million - $3.45 Million	25,685 Added 9.58%	293,926 $37.2 Million
Q4 2021 Jan 18, 2022	SELL	$126.53 - $142.48 $48,207 - $54,284	-381 Reduced 0.14%	268,241 $35.7 Million
Q3 2021 Oct 14, 2021	BUY	$122.04 - $134.35 $32.8 Million - $36.1 Million	268,622 New	268,622 $34.6 Million

Others Institutions Holding VFMO

# of Institutions

131

Shares Held

2.53M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History