Great Valley Advisor Group, Inc. Vanguard Wellington Fd Us Mult Transaction History
Great Valley Advisor Group, Inc.
- $3.21 Billion
- Q1 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 3,612 shares of VFMF stock, worth $442,217. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,612
Previous 3,612
-0.0%
Holding current value
$442,217
Previous $414,000
10.63%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
65Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO317KShares$38.9 Million4.5% of portfolio
-
Envestnet Asset Management Inc262KShares$32.1 Million0.01% of portfolio
-
Opus Capital Group, LLC96.8KShares$11.9 Million1.79% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.83.8KShares$10.3 Million2.82% of portfolio
-
Umb Bank, N.A.61.5KShares$7.53 Million0.13% of portfolio