Drive Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Drive Wealth Management, LLC holds 7,565 shares of VFMO stock, worth $1.21 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,565
Previous 6,423
17.78%
Holding current value
$1.21 Million
Previous $971,000
16.99%
% of portfolio
0.31%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.1 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.8 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.5 Million2.29% of portfolio