Schulz Wealth, Ltd. Vanguard Wellington Fd U S Mom Transaction History

Schulz Wealth, Ltd.

$151 Billion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$147.38 - $176.39 $134,557 - $161,044	913 Added 1.07%	86,511 $13.1 Billion
Q4 2024 Feb 05, 2025	BUY	$159.11 - $178.39 $185,363 - $207,824	1,165 Added 1.38%	85,598 $14.1 Billion
Q3 2024 Oct 25, 2024	BUY	$141.31 - $161.48 $419,690 - $479,595	2,970 Added 3.65%	84,433 $13.6 Billion
Q2 2024 Jul 25, 2024	SELL	$138.89 - $152.14 $268,057 - $293,630	-1,930 Reduced 2.31%	81,463 $12.2 Billion
Q1 2024 Apr 10, 2024	BUY	$126.46 - $151.44 $250,643 - $300,154	1,982 Added 2.43%	83,393 $12.6 Billion
Q4 2023 Feb 12, 2024	BUY	$105.72 - $133.01 $8.61 Million - $10.8 Million	81,411 New	81,411 $10.7 Billion

Others Institutions Holding VFMO

# of Institutions

154

Shares Held

3.38M

Call Options Held

0

Put Options Held

0

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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