Andesa Financial Management Inc. Vanguard Wellington Fd U S Mom Transaction History
Andesa Financial Management Inc.
- $338 Million
- Q1 2023
A detailed history of Andesa Financial Management Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Andesa Financial Management Inc. holds 25,476 shares of VFMO stock, worth $4.02 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
25,476
Previous 10,525
142.05%
Holding current value
$4.02 Million
Previous $1.2 Million
138.92%
% of portfolio
0.85%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$69.7 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$42.7 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$41.8 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$21.4 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$20.2 Million1.07% of portfolio