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 $279,692. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,938
Previous 1,754 10.49%
Holding current value
$279,692
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
137
Shares Held
2.59M
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 Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email