Fullcircle Wealth LLC Vanguard Wellington Fd U S Mom Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Fullcircle Wealth LLC holds 8,590 shares of VFMO stock, worth $1.41 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
8,590
Previous 8,609
0.22%
Holding current value
$1.41 Million
Previous $1.51 Billion
99.91%
% of portfolio
0.58%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$78.9 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$63.8 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$47.7 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$44.3 Million2.41% of portfolio
-
Systelligence, LLC145KShares$23.9 Million5.91% of portfolio