Tectonic Advisors LLC Vanguard Wellington Fd U S Mom Transaction History

Tectonic Advisors LLC

$1.5 Billion
Q4 2024

A detailed history of Tectonic Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Tectonic Advisors LLC holds 2,899 shares of VFMO stock, worth $501,816. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,899

Previous 3,258 11.02%

Holding current value

$501,816

Previous $524,000 9.16%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$159.11 - $178.39 $57,120 - $64,042	-359 Reduced 11.02%	2,899 $476,000
Q3 2024 Oct 23, 2024	SELL	$141.31 - $161.48 $78,003 - $89,136	-552 Reduced 14.49%	3,258 $524,000
Q2 2024 Aug 02, 2024	SELL	$138.89 - $152.14 $6,527 - $7,150	-47 Reduced 1.22%	3,810 $572,000
Q1 2024 May 07, 2024	SELL	$126.46 - $151.44 $76,128 - $91,166	-602 Reduced 13.5%	3,857 $583,000
Q4 2023 Jan 17, 2024	SELL	$105.72 - $133.01 $1,585 - $1,995	-15 Reduced 0.34%	4,459 $585,000
Q3 2023 Oct 23, 2023	SELL	$111.55 - $125.68 $36,476 - $41,097	-327 Reduced 6.81%	4,474 $507,000
Q2 2023 Jul 13, 2023	SELL	$109.06 - $121.25 $44,605 - $49,591	-409 Reduced 7.85%	4,801 $582,000
Q1 2023 Apr 25, 2023	BUY	$107.11 - $119.52 $162,807 - $181,670	1,520 Added 41.19%	5,210 $586,000
Q4 2022 Feb 14, 2023	BUY	$108.83 - $121.93 $401,582 - $449,921	3,690 New	3,690 $420,000

Others Institutions Holding VFMO

# of Institutions

125

Shares Held

2.22M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Tectonic Advisors LLC Vanguard Wellington Fd U S Mom Transaction History