O'Shaughnessy Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 2,151 shares of VFMO stock, worth $355,581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,151
Previous 2,016
6.7%
Holding current value
$355,581
Previous $324,000
8.95%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$73 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$44.7 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$43.8 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$22.4 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$21.2 Million1.07% of portfolio