Envestnet Portfolio Solutions, Inc. Vanguard Wellington Fd U S Mom Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,274 shares of VFMO stock, worth $384,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,274
Previous 2,715 16.24%
Holding current value
$384,942
Previous $407,000 10.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
SELL
$141.31 - $161.48 $62,317 - $71,212
-441 Reduced 16.24%
2,274 $366,000
Q2 2024

Jul 16, 2024
SELL
$138.89 - $152.14 $51,528 - $56,443
-371 Reduced 12.02%
2,715 $407,000
Q1 2024

May 06, 2024
BUY
$126.46 - $151.44 $8,852 - $10,600
70 Added 2.32%
3,086 $466,000
Q4 2023

Feb 07, 2024
SELL
$105.72 - $133.01 $6,977 - $8,778
-66 Reduced 2.14%
3,016 $395,000
Q3 2023

Nov 13, 2023
BUY
$111.55 - $125.68 $343,797 - $387,345
3,082 New
3,082 $349,000

Others Institutions Holding VFMO

# of Institutions
112
Shares Held
2.48M
Call Options Held
3.1K
Put Options Held
700
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
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More about VFMO
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