Global Wealth Strategies & Associates Vanguard Wellington Fd U S Mom Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 2024
A detailed history of Global Wealth Strategies & Associates transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 9 shares of VFMO stock, worth $1,477. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 4
125.0%
Holding current value
$1,477
Previous $601,000
141.1%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$70.9 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$68 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$45.3 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$22.6 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.2 Million1.02% of portfolio