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

Schulz Wealth, Ltd.

  • $130 Billion
  • Q4 2024

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 85,598 shares of VFMO stock, worth $14.8 Million. This represents 10.81% of its overall portfolio holdings.

Number of Shares
85,598
Previous 84,433 1.38%
Holding current value
$14.8 Million
Previous $13.6 Billion 3.53%
% of portfolio
10.81%
Previous 10.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
131
Shares Held
2.53M
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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