United Advisor Group, LLC Vanguard Wellington Fd U S Mom Transaction History
United Advisor Group, LLC
- $305 Million
- Q2 2024
A detailed history of United Advisor Group, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, United Advisor Group, LLC holds 3,220 shares of VFMO stock, worth $515,361. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,220
Previous 3,220
-0.0%
Holding current value
$515,361
Previous $487,000
0.82%
% of portfolio
0.16%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding VFMO
# of Institutions
100Shares Held
2.16MCall Options Held
3.1KPut Options Held
0-
Ritholtz Wealth Management420KShares$67.2 Million2.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$44.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$33.2 Million1.63% of portfolio
-
Anderson Hoagland & CO139KShares$22.2 Million2.26% of portfolio
-
Cabot Wealth Management Inc116KShares$18.6 Million2.29% of portfolio