Leo Wealth, LLC Vanguard Wellington Fd Transaction History

Leo Wealth, LLC

$980 Billion
Q2 2024

A detailed history of Leo Wealth, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Leo Wealth, LLC holds 2,418 shares of VFMV stock, worth $289,555. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,418

Holding current value

$289,555

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$107.0 - $114.78 $258,726 - $277,538	2,418 New	2,418 $274 Million

Others Institutions Holding VFMV

# of Institutions

Shares Held

537K

Call Options Held

Put Options Held

Anderson Hoagland & CO

186K
Shares

$22.3 Million
2.29% of portfolio
Foundations Investment Advisors, LLC

56.6K
Shares

$6.78 Million
0.17% of portfolio
New Edge Advisors, LLC New Orleans, LA

55.5K
Shares

$6.64 Million
0.05% of portfolio
Milestone Advisory Partners

40.8K
Shares

$4.88 Million
3.27% of portfolio
Umb Bank, N.A.

34.7K
Shares

$4.15 Million
0.07% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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