New Square Capital LLC Vanguard Wellington Fd U S Mom Transaction History
New Square Capital LLC
- $1.11 Billion
- Q1 2024
A detailed history of New Square Capital LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, New Square Capital LLC holds 25 shares of VFMO stock, worth $3,771. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$3,771
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
87Shares Held
2.03MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management421KShares$63.6 Million2.22% of portfolio
-
Strategic Financial Services, Inc, Utica, NY277KShares$41.7 Million2.71% of portfolio
-
Davidson Investment Advisors203KShares$30.7 Million1.6% of portfolio
-
Anderson Hoagland & CO139KShares$20.9 Million2.34% of portfolio
-
Cabot Wealth Management Inc127KShares$19.2 Million2.53% of portfolio