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 $8,053. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$8,053
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
53Shares Held
1MCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$22.1 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.5 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.48 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT65.6KShares$8.13 Million4.75% of portfolio