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

Schulz Wealth, Ltd.

$131 Billion
Q1 2025

A detailed history of Schulz Wealth, Ltd. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 86,511 shares of VFMO stock, worth $13.2 Million. This represents 10.01% of its overall portfolio holdings.

Number of Shares

86,511

Previous 85,598 1.07%

Holding current value

$13.2 Million

Previous $14.1 Billion 6.72%

% of portfolio

10.01%

Previous 10.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

134

Shares Held

2.63M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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