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

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

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 3,182 shares of VFMO stock, worth $481,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,182
Previous 3,181 0.03%
Holding current value
$481,627
Previous $511,000 2.35%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
133
Shares Held
2.54M
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 Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email