Partners Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History

Partners Wealth Management, LLC

  • $95.7 Billion
  • Q4 2025

A detailed history of Partners Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,463 shares of VFMO stock, worth $456,196. This represents 0.49% of its overall portfolio holdings.

Number of Shares
2,463
Previous 2,423 1.65%
Holding current value
$456,196
Previous $464 Million 1.51%
% of portfolio
0.49%
Previous 0.46%

Shares

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

Jan 20, 2026
BUY
$184.47 - $199.8 $7,378 - $7,992
40 Added 1.65%
2,463 $471 Million
Q3 2025

Oct 29, 2025
BUY
$170.68 - $192.95 $19,798 - $22,382
116 Added 5.03%
2,423 $464 Million
Q4 2024

Feb 04, 2025
BUY
$159.11 - $178.39 $367,066 - $411,545
2,307 New
2,307 $379 Million

Others Institutions Holding VFMO

# of Institutions
161
Shares Held
3.47M
Call Options Held
0
Put Options Held
0
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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