A detailed history of Resources Investment Advisors, Llc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 3,678 shares of VFMO stock, worth $681,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,678
Previous 4,135 11.05%
Holding current value
$681,239
Previous $713,000 1.26%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$170.68 - $192.95 $78,000 - $88,178
-457 Reduced 11.05%
3,678 $704,000
Q2 2025

Aug 07, 2025

BUY
$134.25 - $172.52 $318,172 - $408,872
2,370 Added 134.28%
4,135 $713,000
Q1 2025

Apr 28, 2025

BUY
$147.38 - $176.39 $260,125 - $311,328
1,765 New
1,765 $267,000

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


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