Warren Averett Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History

Warren Averett Asset Management, LLC

  • $5.05 Billion
  • Q2 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,180 shares of VFMO stock, worth $520,661. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,180
Previous 3,080 3.25%
Holding current value
$520,661
Previous $465,000 2.58%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$138.89 - $152.14 $13,888 - $15,213
100 Added 3.25%
3,180 $477,000
Q1 2024

May 15, 2024
BUY
$126.46 - $151.44 $11,254 - $13,478
89 Added 2.98%
3,080 $465,000
Q2 2023

Aug 14, 2023
BUY
$109.06 - $121.25 $326,198 - $362,658
2,991 New
2,991 $362,000

Others Institutions Holding VFMO

# of Institutions
106
Shares Held
2.55M
Call Options Held
3.1K
Put Options Held
700
View Full List

About VANGUARD WELLINGTON FD U S MOM

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