Modera Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
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 $265,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,965
Previous 1,955
0.51%
Holding current value
$265,216
Previous $239,000
7.11%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VFMF
# of Institutions
67Shares Held
1.09MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO311KShares$42 Million4.21% of portfolio
-
Envestnet Asset Management Inc211KShares$28.5 Million0.01% of portfolio
-
Opus Capital Group, LLC107KShares$14.4 Million1.74% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX76.7KShares$10.3 Million1.39% of portfolio
-
Raymond James & Associates St Petersburg, FL60.5KShares$8.17 Million0.0% of portfolio