Drive Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Drive Wealth Management, LLC
- $353 Million
- Q1 2024
A detailed history of Drive Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Drive Wealth Management, LLC holds 6,423 shares of VFMO stock, worth $963,642. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,423
Previous 3,077
108.74%
Holding current value
$963,642
Previous $403,000
140.94%
% of portfolio
0.28%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
87Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.2 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.5 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