Arkadios Wealth Advisors Vanguard Wellington Fd U S Mom Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Arkadios Wealth Advisors holds 1,938 shares of VFMO stock, worth $338,452. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,938
Previous 1,754 10.49%
Holding current value
$338,452
Previous $282,000 12.77%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$159.11 - $178.39 $29,276 - $32,823
184 Added 10.49%
1,938 $318,000
Q3 2024

Oct 24, 2024
BUY
$141.31 - $161.48 $3,815 - $4,359
27 Added 1.56%
1,754 $282,000
Q2 2024

Jul 29, 2024
BUY
$138.89 - $152.14 $239,863 - $262,745
1,727 New
1,727 $259,000

Others Institutions Holding VFMO

# of Institutions
115
Shares Held
2.09M
Call Options Held
3.1K
Put Options Held
700
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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