Jfs Wealth Advisors, LLC Vanguard Wellington Fd Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 65 shares of VFMV stock, worth $8,241. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$8,241
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
63Shares Held
1.19MCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25.6 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$22.6 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC134KShares$16.9 Million0.33% of portfolio
-
New Edge Advisors, LLC New Orleans, LA69.5KShares$8.81 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT65.6KShares$8.32 Million4.75% of portfolio