Modera Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,965 shares of VFMF stock, worth $256,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,965
Previous 1,965
-0.0%
Holding current value
$256,157
Previous $256,000
3.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFMF
# of Institutions
73Shares Held
1.32MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO294KShares$38.4 Million4.01% of portfolio
-
Envestnet Asset Management Inc199KShares$25.9 Million0.01% of portfolio
-
Opus Capital Group, LLC105KShares$13.7 Million1.71% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX81.9KShares$10.7 Million1.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC76.1KShares$9.91 Million0.0% of portfolio