A detailed history of Spire Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Spire Wealth Management holds 40 shares of VFMO stock, worth $6,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 36 11.11%
Holding current value
$6,985
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 24, 2025

BUY
$159.11 - $178.39 $636 - $713
4 Added 11.11%
40 $6,000
Q3 2024

Oct 15, 2024

BUY
$141.31 - $161.48 $5,087 - $5,813
36 New
36 $5,000

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.