Market Street Wealth Management Advisors LLC Vanguard Wellington Fd U S Mom Transaction History

Market Street Wealth Management Advisors LLC

$552 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 12, 2023	SELL	$109.06 - $121.25 $137,633 - $153,017	-1,262 Reduced 36.7%	2,177 $263,000
Q1 2023 Apr 18, 2023	BUY	$107.11 - $119.52 $17,458 - $19,481	163 Added 4.98%	3,439 $387,000
Q4 2022 Jan 20, 2023	BUY	$108.83 - $121.93 $356,527 - $399,442	3,276 New	3,276 $0

Others Institutions Holding VFMO

# of Institutions

112

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$76.5 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$73.4 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$48.8 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$24.3 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$22.8 Million
1.02% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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