Certus Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History

Certus Wealth Management, LLC

  • $155 Million
  • Q3 2025

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Certus Wealth Management, LLC holds 9,080 shares of VFMO stock, worth $1.68 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
9,080
Previous 9,481 4.23%
Holding current value
$1.68 Million
Previous $1.64 Million 6.36%
% of portfolio
1.12%
Previous 1.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$170.68 - $192.95 $68,442 - $77,372
-401 Reduced 4.23%
9,080 $1.74 Million
Q2 2025

Jul 24, 2025
BUY
$134.25 - $172.52 $7,518 - $9,661
56 Added 0.59%
9,481 $1.64 Million
Q1 2025

May 13, 2025
BUY
$147.38 - $176.39 $154,749 - $185,209
1,050 Added 12.54%
9,425 $1.43 Million
Q4 2024

Feb 11, 2025
BUY
$159.11 - $178.39 $1.33 Million - $1.49 Million
8,375 New
8,375 $1.38 Million

Others Institutions Holding VFMO

# of Institutions
158
Shares Held
3.41M
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
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