Valued Retirements, Inc. Vanguard Wellington Fd U S Mom Transaction History
Valued Retirements, Inc.
- $88.6 Billion
- Q3 2025
A detailed history of Valued Retirements, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Valued Retirements, Inc. holds 4,588 shares of VFMO stock, worth $916,682. This represents 0.89% of its overall portfolio holdings.
Number of Shares
4,588
Previous 4,588
-0.0%
Holding current value
$916,682
Previous $792 Million
-0.0%
% of portfolio
0.89%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
152Shares Held
3.37MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management598KShares$119 Million2.32% of portfolio
-
Great Valley Advisor Group, Inc.349KShares$69.7 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL311KShares$62.1 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY279KShares$55.8 Million2.62% of portfolio
-
Systelligence, LLC179KShares$35.7 Million6.34% of portfolio