Fullcircle Wealth LLC Vanguard Wellington Fd U S Mom Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 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 8,046 shares of VFMO stock, worth $1.61 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
8,046
Previous 8,590
6.33%
Holding current value
$1.61 Million
Previous $1.3 Million
6.52%
% of portfolio
0.57%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
155Shares Held
3.41MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$126 Million2.39% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$69.7 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$62.1 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$55.8 Million2.62% of portfolio
-
Systelligence, LLC179KShares$35.7 Million6.34% of portfolio