Fullcircle Wealth LLC Vanguard Wellington Fd U S Mom Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
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 4,262 shares of VFMO stock, worth $736,132. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,262
Previous 7,053
39.57%
Holding current value
$736,132
Previous $1.08 Billion
34.96%
% of portfolio
0.31%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
114Shares Held
2.13MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.2 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.6 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.4 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
-
Cabot Wealth Management Inc114KShares$19.7 Million2.31% of portfolio