Umb Bank, N.A. Vanguard Wellington Fd Transaction History

Umb Bank, N.A.

$5.92 Billion
Q1 2025

A detailed history of Umb Bank, N.A. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Umb Bank, N.A. holds 34,312 shares of VFMV stock, worth $4.14 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

34,312

Previous 35,711 3.92%

Holding current value

$4.14 Million

Previous $4.3 Million 0.12%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$119.38 - $128.27 $167,012 - $179,449	-1,399 Reduced 3.92%	34,312 $4.31 Million
Q4 2024 Jan 16, 2025	SELL	$120.0 - $127.93 $6,360 - $6,780	-53 Reduced 0.15%	35,711 $4.3 Million
Q3 2024 Oct 08, 2024	BUY	$113.29 - $121.87 $123,146 - $132,472	1,087 Added 3.13%	35,764 $4.35 Million
Q1 2024 Apr 26, 2024	SELL	$103.53 - $111.89 $55,285 - $59,749	-534 Reduced 1.52%	34,677 $3.88 Million
Q4 2023 Jan 23, 2024	SELL	$94.55 - $105.02 $15,128 - $16,803	-160 Reduced 0.45%	35,211 $3.68 Million
Q3 2023 Oct 18, 2023	SELL	$96.17 - $101.92 $2.68 Million - $2.84 Million	-27,821 Reduced 44.03%	35,371 $3.4 Million
Q2 2023 Jul 25, 2023	SELL	$96.61 - $100.48 $536,088 - $557,563	-5,549 Reduced 8.07%	63,192 $6.31 Million
Q1 2023 Apr 11, 2023	SELL	$94.88 - $101.05 $216,041 - $230,090	-2,277 Reduced 3.21%	68,741 $6.76 Million
Q4 2022 Jan 10, 2023	SELL	$89.6 - $102.86 $1.39 Million - $1.6 Million	-15,508 Reduced 17.92%	71,018 $6.99 Million
Q3 2022 Oct 13, 2022	BUY	$89.16 - $103.52 $1.23 Million - $1.43 Million	13,779 Added 18.94%	86,526 $7.72 Million
Q2 2022 Jul 20, 2022	BUY	$92.1 - $105.32 $29,287 - $33,491	318 Added 0.44%	72,747 $7.01 Million
Q1 2022 Apr 22, 2022	BUY	$97.11 - $106.16 $546,340 - $597,256	5,626 Added 8.42%	72,429 $7.49 Million
Q4 2021 Feb 09, 2022	BUY	$97.39 - $106.84 $6.51 Million - $7.14 Million	66,803 New	66,803 $7.12 Million

Others Institutions Holding VFMV

# of Institutions

Shares Held

954K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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