Toroso Investments, LLC Vanguard Wellington Fd U S Mom Transaction History

Toroso Investments, LLC

$10.5 Billion
Q1 2025

A detailed history of Toroso Investments, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Toroso Investments, LLC holds 6,779 shares of VFMO stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,779

Previous 6,706 1.09%

Holding current value

$1.19 Million

Previous $1.1 Million 6.72%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$147.38 - $176.39 $10,758 - $12,876	73 Added 1.09%	6,779 $1.03 Million
Q4 2024 Feb 14, 2025	BUY	$159.11 - $178.39 $444,553 - $498,421	2,794 Added 71.42%	6,706 $1.1 Million
Q3 2024 Nov 14, 2024	SELL	$141.31 - $161.48 $372,775 - $425,984	-2,638 Reduced 40.27%	3,912 $629,000
Q2 2024 Aug 14, 2024	BUY	$138.89 - $152.14 $393,197 - $430,708	2,831 Added 76.12%	6,550 $983,000
Q1 2024 May 15, 2024	BUY	$126.46 - $151.44 $470,304 - $563,205	3,719 New	3,719 $562,000
Q2 2023 Aug 14, 2023	BUY	$109.06 - $121.25 $582,271 - $647,353	5,339 New	5,339 $647,000
Q4 2022 Feb 15, 2023	BUY	$108.83 - $121.93 $545,891 - $611,600	5,016 New	5,016 $572,000

Others Institutions Holding VFMO

# of Institutions

148

Shares Held

3.39M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Toroso Investments, LLC Vanguard Wellington Fd U S Mom Transaction History