Creative Planning Vanguard Wellington Fd U S Mom Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Creative Planning holds 4,742 shares of VFMO stock, worth $830,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,742
Previous 4,816 1.54%
Holding current value
$830,229
Previous $723,000 5.53%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$141.31 - $161.48 $10,456 - $11,949
-74 Reduced 1.54%
4,742 $763,000
Q2 2024

Aug 15, 2024
BUY
$138.89 - $152.14 $80,139 - $87,784
577 Added 13.61%
4,816 $723,000
Q1 2024

May 10, 2024
BUY
$126.46 - $151.44 $2,023 - $2,423
16 Added 0.38%
4,239 $641,000
Q1 2023

May 15, 2023
BUY
$107.11 - $119.52 $452,325 - $504,732
4,223 New
4,223 $475,000

Others Institutions Holding VFMO

# of Institutions
118
Shares Held
2.18M
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email