Global Wealth Strategies & Associates Vanguard Wellington Fd U S Mom Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 2024
A detailed history of Global Wealth Strategies & Associates transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 9 shares of VFMO stock, worth $1,450. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 4
125.0%
Holding current value
$1,450
Previous $601,000
141.1%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.7 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$45.2 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.4 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.4 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.7 Million2.29% of portfolio