Clearstead Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,294 shares of VFMO stock, worth $1.54 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,294

Previous 9,902 16.24%

Holding current value

$1.54 Million

Previous $1.71 Million 6.97%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$170.68 - $192.95 $274,453 - $310,263	-1,608 Reduced 16.24%	8,294 $1.59 Million
Q2 2025 Aug 08, 2025	SELL	$134.25 - $172.52 $31,951 - $41,059	-238 Reduced 2.35%	9,902 $1.71 Million
Q1 2025 May 13, 2025	BUY	$147.38 - $176.39 $60,425 - $72,319	410 Added 4.21%	10,140 $1.54 Million
Q4 2024 Feb 10, 2025	SELL	$159.11 - $178.39 $934,612 - $1.05 Million	-5,874 Reduced 37.64%	9,730 $1.6 Million
Q3 2024 Nov 13, 2024	BUY	$141.31 - $161.48 $683,657 - $781,240	4,838 Added 44.94%	15,604 $2.51 Million

Q2 2024 Aug 09, 2024	BUY	$138.89 - $152.14 $1.5 Million - $1.64 Million	10,766 New	10,766 $1.62 Million

Others Institutions Holding VFMO

# of Institutions

158

Shares Held

3.41M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History