Srs Capital Advisors, Inc. Vanguard Wellington Fd Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 757 shares of VFMV stock, worth $91,574. This represents 0.01% of its overall portfolio holdings.
Number of Shares
757
Previous 757
-0.0%
Holding current value
$91,574
Previous $84,000
2.38%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding VFMV
# of Institutions
40Shares Held
537KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO186KShares$22.5 Million2.29% of portfolio
-
Foundations Investment Advisors, LLC56.6KShares$6.85 Million0.17% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.71 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$4.93 Million3.27% of portfolio
-
Umb Bank, N.A.34.7KShares$4.19 Million0.07% of portfolio