Wilbanks Smith & Thomas Asset Management LLC Vanguard Wellington Fd U S Mom Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 10,801 shares of VFMO stock, worth $1.91 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,801
Previous 18,988 43.12%
Holding current value
$1.91 Million
Previous $2.49 Million 34.47%
% of portfolio
0.05%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$126.46 - $151.44 $1.04 Million - $1.24 Million
-8,187 Reduced 43.12%
10,801 $1.63 Million
Q4 2023

Feb 06, 2024
BUY
$105.72 - $133.01 $2.01 Million - $2.53 Million
18,988 New
18,988 $2.49 Million

Others Institutions Holding VFMO

# of Institutions
112
Shares Held
2.48M
Call Options Held
3.1K
Put Options Held
700
View Full List

About VANGUARD WELLINGTON FD U S MOM

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