Zimmermann Investment Management & Planning LLC Vanguard Wellington Fd U S Mom Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 12,527 shares of VFMO stock, worth $2.05 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
12,527
Previous 3,080 306.72%
Holding current value
$2.05 Million
Previous $462,000 336.36%
% of portfolio
0.7%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$141.31 - $161.48 $1.33 Million - $1.53 Million
9,447 Added 306.72%
12,527 $2.02 Million
Q2 2024

Jul 26, 2024
BUY
$138.89 - $152.14 $427,781 - $468,591
3,080 New
3,080 $462,000

Others Institutions Holding VFMO

# of Institutions
105
Shares Held
2.55M
Call Options Held
3.1K
Put Options Held
700
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
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More about VFMO
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