Interchange Capital Partners, LLC Vanguard Wellington Fd Transaction History
Interchange Capital Partners, LLC
- $279 Million
- Q3 2024
A detailed history of Interchange Capital Partners, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Interchange Capital Partners, LLC holds 5,556 shares of VFMV stock, worth $677,943. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,556
Previous 5,556
-0.0%
Holding current value
$677,943
Previous $631,000
6.97%
% of portfolio
0.24%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
44Shares Held
627KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$22.5 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.5 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.34 Million0.06% of portfolio
-
Milestone Advisory Partners40.8KShares$4.97 Million3.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.6KShares$4.71 Million0.0% of portfolio