Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 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 668 shares of VFMV stock, worth $75,951. This represents 0.03% of its overall portfolio holdings.
Number of Shares
668
Previous 1,387
51.84%
Holding current value
$75,951
Previous $145 Million
48.51%
% of portfolio
0.03%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VFMV
# of Institutions
42Shares Held
558KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$20.2 Million2.22% of portfolio
-
Destiny Wealth Partners, LLC75.9KShares$8.63 Million1.55% of portfolio
-
Foundations Investment Advisors, LLC53.7KShares$6.11 Million0.17% of portfolio
-
Milestone Advisory Partners40.8KShares$4.64 Million3.27% of portfolio
-
Umb Bank, N.A.34.7KShares$3.94 Million0.06% of portfolio