Kathmere Capital Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Kathmere Capital Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Kathmere Capital Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 2,487 shares of VFMO stock, worth $435,423. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,487
Previous 2,443
1.8%
Holding current value
$435,423
Previous $393,000
3.82%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
118Shares Held
2.18MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$77.3 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$48.3 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.8 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.4 Million1.07% of portfolio
-
Cabot Wealth Management Inc110KShares$19.3 Million2.32% of portfolio