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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,599 shares of VFMO stock, worth $279,249. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,450 10.28%
Holding current value
$279,249
Previous $233,000 12.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$159.11 - $178.39 $23,707 - $26,580
149 Added 10.28%
1,599 $262,000
Q3 2024

Oct 16, 2024
BUY
$141.31 - $161.48 $204,899 - $234,145
1,450 New
1,450 $233,000

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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