Robertson Stephens Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,466 shares of VFMO stock, worth $257,634. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,466
Previous 1,464 0.14%
Holding current value
$257,634
Previous $221,000 14.03%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$134.25 - $172.52 $268 - $345
2 Added 0.14%
1,466 $252,000
Q4 2024

Jan 27, 2025
BUY
$159.11 - $178.39 $159 - $178
1 Added 0.07%
1,464 $240,000
Q3 2024

Nov 12, 2024
BUY
$141.31 - $161.48 $141 - $161
1 Added 0.07%
1,463 $235,000
Q2 2024

Aug 13, 2024
BUY
$138.89 - $152.14 $203,057 - $222,428
1,462 New
1,462 $219,000

Others Institutions Holding VFMO

# of Institutions
148
Shares Held
3.35M
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
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