Interchange Capital Partners, LLC Vanguard Wellington Fd Transaction History
Interchange Capital Partners, LLC
- $266 Million
- Q4 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 $697,666. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,556
Previous 5,556
-0.0%
Holding current value
$697,666
Previous $675,000
0.89%
% of portfolio
0.25%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
47Shares Held
753KCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25.3 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$22.4 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.7 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.59 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT58KShares$7.28 Million4.37% of portfolio