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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 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 1,464 shares of VFMO stock, worth $240,725. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,464
Previous 1,464 -0.0%
Holding current value
$240,725
Previous $240,000 7.92%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3.19M
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 Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email