Kathmere Capital Management, LLC Vanguard Wellington Fd U S Mom Transaction History

Kathmere Capital Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Kathmere Capital Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 2,487 shares of VFMO stock, worth $434,329. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,487
Previous 2,443 1.8%
Holding current value
$434,329
Previous $393,000 3.82%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 14, 2025
BUY
$159.11 - $178.39 $7,000 - $7,849
44 Added 1.8%
2,487 $408,000
Q3 2024

Oct 15, 2024
BUY
$141.31 - $161.48 $2,260 - $2,583
16 Added 0.66%
2,443 $393,000
Q4 2023

Apr 16, 2024
BUY
$105.72 - $133.01 $845 - $1,064
8 Added 0.33%
2,427 $318,000
Q3 2023

Oct 11, 2023
BUY
$111.55 - $125.68 $269,839 - $304,019
2,419 New
2,419 $274,000

Others Institutions Holding VFMO

# of Institutions
115
Shares Held
2.09M
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
  • Sector ETFs
  • Industry ETFs
More about VFMO
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