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 $288,478. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,727
Previous 1,723
0.23%
Holding current value
$288,478
Previous $277,000
2.17%
% of portfolio
0.28%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
131Shares Held
2.53MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$73.7 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$45.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$44.2 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$22.7 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$21.4 Million1.07% of portfolio