Pathstone Holdings, LLC Vanguard Wellington Fd Transaction History
Pathstone Holdings, LLC
- $21.9 Billion
- Q2 2024
A detailed history of Pathstone Holdings, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Pathstone Holdings, LLC holds 13,511 shares of VFMV stock, worth $1.65 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,511
Previous 13,756
1.78%
Holding current value
$1.65 Million
Previous $1.54 Million
0.26%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VFMV
# of Institutions
38Shares Held
573KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$22.6 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.6 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.78 Million0.05% of portfolio
-
Milestone Advisory Partners40.8KShares$4.98 Million3.27% of portfolio
-
Umb Bank, N.A.35.8KShares$4.37 Million0.07% of portfolio