Avion Wealth Vanguard Wellington Fd U S Mom Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Avion Wealth holds 107 shares of VFMO stock, worth $17,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Holding current value

$17,519

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$141.31 - $161.48 $15,120 - $17,278	107 New	107 $17,000

Others Institutions Holding VFMO

# of Institutions

105

Shares Held

2.55M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$70.7 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$67.8 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$45.9 Million
2.67% of portfolio
Davidson Investment Advisors

208K
Shares

$34 Million
1.63% of portfolio
Anderson Hoagland & CO

137K
Shares

$22.5 Million
2.29% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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