Great Valley Advisor Group, Inc. Vanguard Wellington Fd U S Mom Transaction History
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 29,762 shares of VFMO stock, worth $4.76 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,762
Previous 25,107
18.54%
Holding current value
$4.76 Million
Previous $3.8 Million
17.69%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.2 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.6 Million2.29% of portfolio