Modera Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,721 shares of VFMF stock, worth $248,718. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,721
Previous 1,955 11.97%
Holding current value
$248,718
Previous $282,000 12.06%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$139.3 - $147.36 $32,596 - $34,482
-234 Reduced 11.97%
1,721 $248,000
Q2 2025

Aug 06, 2025
SELL
$111.3 - $134.5 $1,113 - $1,345
-10 Reduced 0.51%
1,955 $262,000
Q3 2024

Oct 24, 2024
BUY
$119.93 - $131.26 $1,199 - $1,312
10 Added 0.51%
1,965 $256,000
Q1 2024

May 14, 2024
BUY
$112.07 - $126.89 $219,096 - $248,069
1,955 New
1,955 $248,000
Q4 2022

Feb 07, 2023
BUY
$90.56 - $104.98 $186,463 - $216,153
2,059 New
2,059 $203,000

Others Institutions Holding VFMF

# of Institutions
85
Shares Held
1.56M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
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