Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 8,284 shares of VFMV stock, worth $1.03 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,284
Previous 1,649
402.37%
Holding current value
$1.03 Million
Previous $201 Million
397.89%
% of portfolio
0.33%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding VFMV
# of Institutions
46Shares Held
753KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.4 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.6 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.55 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT58KShares$7.24 Million4.37% of portfolio
-
Milestone Advisory Partners40.8KShares$5.09 Million3.27% of portfolio