Schulz Wealth, Ltd. Vanguard Wellington Fd U S Mom Transaction History

Schulz Wealth, Ltd.

  • $130 Billion
  • Q4 2024

A detailed history of Schulz Wealth, Ltd. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 85,598 shares of VFMO stock, worth $12.4 Million. This represents 10.81% of its overall portfolio holdings.

Number of Shares
85,598
Previous 84,433 1.38%
Holding current value
$12.4 Million
Previous $13.6 Billion 3.53%
% of portfolio
10.81%
Previous 10.51%

Shares

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

Feb 05, 2025
BUY
$159.11 - $178.39 $185,363 - $207,824
1,165 Added 1.38%
85,598 $14.1 Billion
Q3 2024

Oct 25, 2024
BUY
$141.31 - $161.48 $419,690 - $479,595
2,970 Added 3.65%
84,433 $13.6 Billion
Q2 2024

Jul 25, 2024
SELL
$138.89 - $152.14 $268,057 - $293,630
-1,930 Reduced 2.31%
81,463 $12.2 Billion
Q1 2024

Apr 10, 2024
BUY
$126.46 - $151.44 $250,643 - $300,154
1,982 Added 2.43%
83,393 $12.6 Billion
Q4 2023

Feb 12, 2024
BUY
$105.72 - $133.01 $8.61 Million - $10.8 Million
81,411 New
81,411 $10.7 Billion

Others Institutions Holding VFMO

# of Institutions
135
Shares Held
2.58M
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
Track This Portfolio

Track Schulz Wealth, Ltd. Portfolio

Follow Schulz Wealth, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schulz Wealth, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Schulz Wealth, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email