Fullcircle Wealth LLC Vanguard Wellington Fd U S Mom Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Fullcircle Wealth LLC holds 8,609 shares of VFMO stock, worth $1.38 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
8,609
Previous 4,262
101.99%
Holding current value
$1.38 Million
Previous $700 Million
115.79%
% of portfolio
0.62%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$70.5 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$43.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$42.3 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.7 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$20.5 Million1.07% of portfolio