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

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 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 3,183 shares of VFMO stock, worth $543,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,183
Previous 3,182 0.03%
Holding current value
$543,847
Previous $523,000 7.84%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
3.11M
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
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More about VFMO
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