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

Kathmere Capital Management, LLC

$1.34 Billion
Q3 2025

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 3,650 shares of VFMO stock, worth $676,053. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,650

Previous 3,229 13.04%

Holding current value

$676,053

Previous $557,000 25.49%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$170.68 - $192.95 $71,856 - $81,231	421 Added 13.04%	3,650 $699,000
Q2 2025 Jul 16, 2025	BUY	$134.25 - $172.52 $40,677 - $52,273	303 Added 10.36%	3,229 $557,000
Q1 2025 May 01, 2025	BUY	$147.38 - $176.39 $64,699 - $77,435	439 Added 17.65%	2,926 $443,000
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

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