Tucker Asset Management LLC Vanguard Wellington Fd Transaction History

Tucker Asset Management LLC

$939 Billion
Q4 2024

A detailed history of Tucker Asset Management LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Tucker Asset Management LLC holds 305 shares of VFMV stock, worth $39,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares

305

Holding current value

$39,027

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$120.0 - $127.93 $36,600 - $39,018	305 New	305 $36.8 Million

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

Anderson Hoagland & CO

179K
Shares

$22.9 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.9 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.75 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.42 Million
4.37% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.22 Million
3.27% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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Tucker Asset Management LLC Vanguard Wellington Fd Transaction History