Ifp Advisors, Inc Vanguard Wellington Fd U S Mom Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ifp Advisors, Inc holds 785 shares of VFMO stock, worth $125,450. This represents 0.0% of its overall portfolio holdings.

Number of Shares

785

Previous 887 11.5%

Holding current value

$125,450

Previous $142,000 9.15%

% of portfolio

0.0%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$159.11 - $178.39 $16,229 - $18,195	-102 Reduced 11.5%	785 $129,000
Q3 2024 Feb 04, 2025	SELL	$141.31 - $161.48 $1.28 Million - $1.47 Million	-9,084 Reduced 91.1%	887 $142,000
Q2 2024 Jul 30, 2024	BUY	$138.89 - $152.14 $275,002 - $301,237	1,980 Added 24.78%	9,971 $1.5 Million
Q1 2024 Jul 30, 2024	BUY	$126.46 - $151.44 $1.01 Million - $1.21 Million	7,991 New	7,991 $1.21 Million
Q4 2022 Feb 07, 2023	BUY	$108.83 - $121.93 $30,690 - $34,384	282 New	282 $22,000

Others Institutions Holding VFMO

# of Institutions

132

Shares Held

2.55M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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