Orcam Financial Group Vanguard Wellington Fd U S Mom Transaction History
Orcam Financial Group
- $102 Million
- Q4 2024
A detailed history of Orcam Financial Group transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Orcam Financial Group holds 1,727 shares of VFMO stock, worth $263,177. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,727
Previous 1,723
0.23%
Holding current value
$263,177
Previous $277,000
2.17%
% of portfolio
0.28%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
134Shares Held
2.63MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$73.1 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$41.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.4 Million2.61% of portfolio
-
Systelligence, LLC145KShares$22.1 Million5.91% of portfolio
-
Davidson Investment Advisors127KShares$19.4 Million0.99% of portfolio