Avion Wealth Vanguard Wellington Fd U S Mom Transaction History

Avion Wealth

$389 Million
Q4 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 $15,442. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Previous 107 -0.0%

Holding current value

$15,442

Previous $17,000 -0.0%

% of portfolio

0.0%

Previous 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

134

Shares Held

2.58M

Call Options Held

Put Options Held

Ritholtz Wealth Management

480K
Shares

$69.3 Million
2.21% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$39 Million
0.1% of portfolio
Strategic Financial Services, Inc, Utica, NY

265K
Shares

$38.2 Million
2.61% of portfolio
Davidson Investment Advisors

128K
Shares

$18.5 Million
1.07% of portfolio
Anderson Hoagland & CO

119K
Shares

$17.2 Million
1.95% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

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