Latest Institutional Transactions on Vanguard Wellington Fd U S Mom (VFMO)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Mom (VFMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.77KClosed |
$668K - $774K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.38KClosed |
$275K - $319K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-28.5KClosed |
$3.3M - $3.83M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.6KClosed |
$195K - $215K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34KClosed |
$4.15M - $4.57M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-37Closed |
$4.45K - $4.89K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.35KClosed |
$644K - $707K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-307Closed |
$34.2K - $40.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.67KClosed |
$211K - $231K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.8KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-23.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
182New |
N/A
|
182
$32.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$908K
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
BUY
|
- |
250New |
N/A
|
250
$44.3K
|
|