Smith, Moore & Co. Vanguard Wellington Fd Transaction History
Smith, Moore & Co.
- $1.03 Billion
- Q1 2025
A detailed history of Smith, Moore & Co. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Smith, Moore & Co. holds 14,363 shares of VFMV stock, worth $1.84 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,363
Previous 5,029
185.6%
Holding current value
$1.84 Million
Previous $606,000
200.33%
% of portfolio
0.18%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
70Shares Held
1.03MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO178KShares$22.8 Million2.23% of portfolio
-
Foundations Investment Advisors, LLC140KShares$17.9 Million0.3% of portfolio
-
New Edge Advisors, LLC New Orleans, LA69.5KShares$8.9 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT65.6KShares$8.4 Million4.75% of portfolio
-
Ubs Group Ag43.3KShares$5.55 Million0.0% of portfolio