Iam Advisory, LLC Vanguard Wellington Fd U S Mom Transaction History

Iam Advisory, LLC

$427 Million
Q3 2025

A detailed history of Iam Advisory, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Iam Advisory, LLC holds 8,375 shares of VFMO stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,375

Previous 8,310 0.78%

Holding current value

$1.55 Million

Previous $1.43 Million 11.93%

% of portfolio

0.38%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$170.68 - $192.95 $11,094 - $12,541	65 Added 0.78%	8,375 $1.6 Million
Q2 2025 Jul 08, 2025	SELL	$134.25 - $172.52 $5,101 - $6,555	-38 Reduced 0.46%	8,310 $1.43 Million
Q1 2025 Apr 11, 2025	BUY	$147.38 - $176.39 $5,158 - $6,173	35 Added 0.42%	8,348 $1.26 Million
Q4 2024 Jan 15, 2025	SELL	$159.11 - $178.39 $795 - $891	-5 Reduced 0.06%	8,313 $1.37 Million
Q3 2024 Oct 07, 2024	BUY	$141.31 - $161.48 $24,446 - $27,936	173 Added 2.12%	8,318 $1.34 Million

Q2 2024 Jul 12, 2024	BUY	$138.89 - $152.14 $8,888 - $9,736	64 Added 0.79%	8,145 $1.22 Million
Q1 2024 Apr 15, 2024	BUY	$126.46 - $151.44 $1.02 Million - $1.22 Million	8,081 New	8,081 $1.22 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
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