Steward Partners Investment Advisory, LLC Vanguard Wellington Fd U S Mom Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 203 shares of VFMO stock, worth $32,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares
203
Previous 186 9.14%
Holding current value
$32,490
Previous $28,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$138.89 - $152.14 $2,361 - $2,586
17 Added 9.14%
203 $30,000
Q1 2024

May 15, 2024
BUY
$126.46 - $151.44 $23,521 - $28,167
186 New
186 $28,000

Others Institutions Holding VFMO

# of Institutions
100
Shares Held
2.16M
Call Options Held
3.1K
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S MOM

VFMO Quotes by TradingView
  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email