Center For Financial Planning, Inc. Vanguard Wellington Fd U S Qua Transaction History
Center For Financial Planning, Inc.
- $669 Million
- Q1 2024
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 900 shares of VFQY stock, worth $120,591. This represents 0.02% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$120,591
Previous $113,000
8.85%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VFQY
# of Institutions
78Shares Held
1.04MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.180KShares$24.2 Million5.26% of portfolio
-
Systelligence, LLC129KShares$17.3 Million4.87% of portfolio
-
Symmetry Partners, LLC78.7KShares$10.6 Million0.84% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA71.4KShares$9.56 Million7.42% of portfolio
-
Gyl Financial Synergies, LLC69.4KShares$9.29 Million0.76% of portfolio