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

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

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 20 shares of VFMO stock, worth $3,704. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 45 55.56%

Holding current value

$3,704

Previous $7,000 57.14%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$170.68 - $192.95 $4,267 - $4,823	-25 Reduced 55.56%	20 $3,000
Q2 2025 Jul 24, 2025	SELL	$134.25 - $172.52 $402 - $517	-3 Reduced 6.25%	45 $7,000
Q1 2025 May 05, 2025	SELL	$147.38 - $176.39 $108,619 - $129,999	-737 Reduced 93.89%	48 $7,000
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

158

Shares Held

3.41M

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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