Concurrent Investment Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,275 shares of VFMO stock, worth $421,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,275
Previous 2,145 6.06%
Holding current value
$421,375
Previous $411 Million 5.86%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$184.47 - $199.8 $23,981 - $25,974
130 Added 6.06%
2,275 $435 Million
Q3 2025

Oct 27, 2025
BUY
$170.68 - $192.95 $44,547 - $50,359
261 Added 13.85%
2,145 $411 Million
Q2 2025

Jul 25, 2025
BUY
$134.25 - $172.52 $64,574 - $82,982
481 Added 34.28%
1,884 $325 Million
Q1 2025

Apr 29, 2025
BUY
$147.38 - $176.39 $206,774 - $247,475
1,403 New
1,403 $213 Million

Others Institutions Holding VFMO

# of Institutions
163
Shares Held
3.5M
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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