Global Wealth Strategies & Associates Vanguard Wellington Fd U S Mom Transaction History
Global Wealth Strategies & Associates
- $320 Billion
- Q4 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 5 shares of VFMO stock, worth $863. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 9
44.44%
Holding current value
$863
Previous $1.45 Million
43.27%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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