Warren Averett Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 2,412 shares of VFMO stock, worth $446,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,412

Previous 2,412 -0.0%

Holding current value

$446,750

Previous $416,000 11.06%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$134.25 - $172.52 $103,506 - $133,012	-771 Reduced 24.22%	2,412 $416,000
Q1 2025 May 15, 2025	BUY	$147.38 - $176.39 $147 - $176	1 Added 0.03%	3,183 $482,000
Q4 2024 Feb 14, 2025	BUY	$159.11 - $178.39 $159 - $178	1 Added 0.03%	3,182 $523,000
Q3 2024 Nov 14, 2024	BUY	$141.31 - $161.48 $141 - $161	1 Added 0.03%	3,181 $511,000
Q2 2024 Aug 14, 2024	BUY	$138.89 - $152.14 $13,888 - $15,213	100 Added 3.25%	3,180 $477,000

Q1 2024 May 15, 2024	BUY	$126.46 - $151.44 $11,254 - $13,478	89 Added 2.98%	3,080 $465,000
Q2 2023 Aug 14, 2023	BUY	$109.06 - $121.25 $326,198 - $362,658	2,991 New	2,991 $362,000

Others Institutions Holding VFMO

# of Institutions

157

Shares Held

3.41M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
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Warren Averett Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History