A detailed history of Wealthcare Advisory Partners LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,935 shares of VFMO stock, worth $914,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,935
Previous 4,043 22.06%
Holding current value
$914,060
Previous $697,000 35.58%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$170.68 - $192.95 $152,246 - $172,111
892 Added 22.06%
4,935 $945,000
Q2 2025

Jul 22, 2025

BUY
$134.25 - $172.52 $314,950 - $404,731
2,346 Added 138.24%
4,043 $697,000
Q1 2025

Apr 14, 2025

BUY
$147.38 - $176.39 $49,961 - $59,796
339 Added 24.96%
1,697 $256,000
Q4 2024

Jan 15, 2025

BUY
$159.11 - $178.39 $216,071 - $242,253
1,358 New
1,358 $223,000

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
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