Tfb Advisors LLC Vanguard Wellington Fd U S Mom Transaction History
Tfb Advisors LLC
- $345 Million
- Q4 2024
A detailed history of Tfb Advisors LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Tfb Advisors LLC holds 3,049 shares of VFMO stock, worth $526,623. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,049
Previous 2,292
33.03%
Holding current value
$526,623
Previous $368,000
36.14%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
114Shares Held
2.13MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$76.2 Million2.16% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$47.6 Million2.64% of portfolio
-
Anderson Hoagland & CO136KShares$23.4 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$22.1 Million1.07% of portfolio
-
Cabot Wealth Management Inc114KShares$19.7 Million2.31% of portfolio