United Advisor Group, LLC Vanguard Wellington Fd U S Mom Transaction History

United Advisor Group, LLC

  • $455 Million
  • Q1 2025

A detailed history of United Advisor Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, United Advisor Group, LLC holds 3,303 shares of VFMO stock, worth $476,688. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,303
Previous 3,331 0.84%
Holding current value
$476,688
Previous $547,000 8.41%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$147.38 - $176.39 $4,126 - $4,938
-28 Reduced 0.84%
3,303 $501,000
Q4 2024

Feb 24, 2025
SELL
$159.11 - $178.39 $140,175 - $157,161
-881 Reduced 20.92%
3,331 $547,000
Q3 2024

Oct 30, 2024
BUY
$141.31 - $161.48 $140,179 - $160,188
992 Added 30.81%
4,212 $677,000
Q1 2024

May 14, 2024
BUY
$126.46 - $151.44 $407,201 - $487,636
3,220 New
3,220 $487,000

Others Institutions Holding VFMO

# of Institutions
137
Shares Held
2.59M
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
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