Creative Planning Vanguard Wellington Fd U S Mom Transaction History

Creative Planning

  • $103 Billion
  • Q4 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 1,671 shares of VFMO stock, worth $252,922. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,671
Previous 4,742 64.76%
Holding current value
$252,922
Previous $763,000 64.09%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$159.11 - $178.39 $488,626 - $547,835
-3,071 Reduced 64.76%
1,671 $274,000
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
132
Shares Held
2.55M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

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