Journey Advisory Group, LLC Vanguard Wellington Fd U S Mom Transaction History
Journey Advisory Group, LLC
- $863 Million
- Q3 2024
A detailed history of Journey Advisory Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Journey Advisory Group, LLC holds 34,257 shares of VFMO stock, worth $5.72 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
34,257
Previous 35,160
2.57%
Holding current value
$5.72 Million
Previous $5.28 Million
4.39%
% of portfolio
0.64%
Previous 0.63%
Shares
7 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$72.1 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$69.1 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$22.9 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.5 Million1.02% of portfolio