Orcam Financial Group Vanguard Wellington Fd U S Mom Transaction History
Orcam Financial Group
- $106 Million
- Q1 2025
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 1,731 shares of VFMO stock, worth $295,758. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,731
Previous 1,727
0.23%
Holding current value
$295,758
Previous $283,000
7.42%
% of portfolio
0.25%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$82 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$66.3 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$49.5 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$46 Million2.41% of portfolio
-
Systelligence, LLC145KShares$24.8 Million5.91% of portfolio