Center For Financial Planning, Inc. Vanguard Wellington Fd U S Qua Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 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 $131,697. This represents 0.02% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$131,697
Previous $120,000
6.67%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VFQY
# of Institutions
84Shares Held
1.11MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.179KShares$26.2 Million5.15% of portfolio
-
Systelligence, LLC122KShares$17.9 Million4.62% of portfolio
-
Foundations Investment Advisors, LLC113KShares$16.5 Million0.33% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC101KShares$14.8 Million3.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC72.1KShares$10.5 Million0.0% of portfolio