Aspect Partners, LLC Vanguard Wellington Fd U S Mom Transaction History
Aspect Partners, LLC
- $127 Billion
- Q1 2024
A detailed history of Aspect Partners, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Aspect Partners, LLC holds 8,192 shares of VFMO stock, worth $1.23 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
8,192
Previous 7,920
3.43%
Holding current value
$1.23 Million
Previous $1.04 Billion
19.18%
% of portfolio
0.98%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
86Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.3 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.6 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.5 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.8 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.1 Million2.53% of portfolio