A detailed history of Lazari Capital Management, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 4,296 shares of VFMO stock, worth $744,926. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,296
Previous 6,661 35.51%
Holding current value
$744,926
Previous $1.07 Billion 34.13%
% of portfolio
0.28%
Previous 0.46%

Shares

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

Jan 24, 2025

SELL
$159.11 - $178.39 $376,295 - $421,892
-2,365 Reduced 35.51%
4,296 $706 Million
Q3 2024

Oct 22, 2024

SELL
$141.31 - $161.48 $45,925 - $52,481
-325 Reduced 4.65%
6,661 $1.07 Billion
Q2 2024

Sep 09, 2024

BUY
$138.89 - $152.14 $970,285 - $1.06 Million
6,986 New
6,986 $1.05 Billion

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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