Fsa Wealth Management LLC Vanguard Wellington Fd U S Qua Transaction History
Fsa Wealth Management LLC
- $279 Million
- Q1 2025
A detailed history of Fsa Wealth Management LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Fsa Wealth Management LLC holds 55 shares of VFQY stock, worth $8,032. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 200
72.5%
Holding current value
$8,032
Previous $28,000
75.0%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFQY
# of Institutions
94Shares Held
1.13MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.184KShares$26.9 Million4.83% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC121KShares$17.7 Million4.05% of portfolio
-
Foundations Investment Advisors, LLC116KShares$17 Million0.3% of portfolio
-
Pure Financial Advisors, LLC113KShares$16.5 Million0.29% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA69.6KShares$10.2 Million6.24% of portfolio