Brown Wealth Management, LLC Vanguard Wellington Fd Transaction History
Brown Wealth Management, LLC
- $242 Billion
- Q1 2024
A detailed history of Brown Wealth Management, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,150 shares of VFMV stock, worth $248,690. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,150
Previous 2,150
-0.0%
Holding current value
$248,690
Previous $225 Million
6.93%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
44Shares Held
569KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO186KShares$21.5 Million2.29% of portfolio
-
Foundations Investment Advisors, LLC53.7KShares$6.21 Million0.17% of portfolio
-
Milestone Advisory Partners40.8KShares$4.72 Million3.27% of portfolio
-
Umb Bank, N.A.34.7KShares$4.01 Million0.06% of portfolio
-
Ubs Group Ag26.5KShares$3.07 Million0.0% of portfolio