A detailed history of Atlas Capital Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 116 shares of VFMO stock, worth $19,503. This represents 0.0% of its overall portfolio holdings.

Number of Shares
116
Previous 162 28.4%
Holding current value
$19,503
Previous $24.3 Million 23.27%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$141.31 - $161.48 $6,500 - $7,428
-46 Reduced 28.4%
116 $18.7 Million
Q2 2024

Jul 29, 2024

SELL
$138.89 - $152.14 $2,777 - $3,042
-20 Reduced 10.99%
162 $24.3 Million
Q2 2023

Aug 15, 2023

SELL
$109.06 - $121.25 $14,395 - $16,005
-132 Reduced 42.04%
182 $22.1 Million
Q1 2023

May 16, 2023

SELL
$107.11 - $119.52 $40,166 - $44,820
-375 Reduced 54.43%
314 $35.3 Million
Q4 2022

Feb 15, 2023

SELL
$108.83 - $121.93 $3,809 - $4,267
-35 Reduced 4.83%
689 $78.6 Million
Q3 2022

Nov 08, 2022

SELL
$104.03 - $120.94 $147,930 - $171,976
-1,422 Reduced 66.26%
724 $76.6 Million
Q2 2022

Aug 16, 2022

SELL
$105.22 - $127.46 $3,051 - $3,696
-29 Reduced 1.33%
2,146 $229 Million
Q1 2022

May 11, 2022

SELL
$115.65 - $134.15 $115,418 - $133,881
-998 Reduced 31.45%
2,175 $275 Million
Q4 2021

Feb 01, 2022

SELL
$126.53 - $142.48 $201,562 - $226,970
-1,593 Reduced 33.42%
3,173 $422 Million
Q3 2021

Oct 28, 2021

BUY
$122.04 - $134.35 $17,085 - $18,809
140 Added 3.03%
4,766 $0
Q2 2021

Jul 30, 2021

BUY
$120.29 - $132.08 $470,935 - $517,093
3,915 Added 550.63%
4,626 $0
Q1 2021

May 10, 2021

BUY
$111.4 - $133.38 $32,863 - $39,347
295 Added 70.91%
711 $0
Q4 2020

Feb 16, 2021

BUY
$92.68 - $115.55 $38,554 - $48,068
416 New
416 $0
Q3 2020

Oct 23, 2020

SELL
$86.39 - $97.86 $40,430 - $45,798
-468 Closed
0 $0
Q2 2020

Jul 28, 2020

SELL
$62.68 - $86.11 $19,806 - $27,210
-316 Reduced 40.31%
468 $0
Q1 2020

May 04, 2020

BUY
$58.25 - $92.33 $45,668 - $72,386
784 New
784 $0

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
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