United Advisor Group, LLC Vanguard Wellington Fd U S Mom Transaction History

United Advisor Group, LLC

  • $538 Million
  • Q2 2025

A detailed history of United Advisor Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, United Advisor Group, LLC holds 3,303 shares of VFMO stock, worth $580,469. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,303
Previous 3,303 -0.0%
Holding current value
$580,469
Previous $501,000 13.57%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$147.38 - $176.39 $4,126 - $4,938
-28 Reduced 0.84%
3,303 $501,000
Q4 2024

Feb 24, 2025
SELL
$159.11 - $178.39 $140,175 - $157,161
-881 Reduced 20.92%
3,331 $547,000
Q3 2024

Oct 30, 2024
BUY
$141.31 - $161.48 $140,179 - $160,188
992 Added 30.81%
4,212 $677,000
Q1 2024

May 14, 2024
BUY
$126.46 - $151.44 $407,201 - $487,636
3,220 New
3,220 $487,000

Others Institutions Holding VFMO

# of Institutions
148
Shares Held
3.39M
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 United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email