United Advisor Group, LLC Vanguard Wellington Fd U S Mom Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, United Advisor Group, LLC holds 4,212 shares of VFMO stock, worth $713,681. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,212
Previous 3,220
30.81%
Holding current value
$713,681
Previous $483,000
40.17%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$73.2 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$70.2 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46.7 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$23.3 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.8 Million1.02% of portfolio