Walkner Condon Financial Advisors LLC Vanguard Wellington Fd Us Mult Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 14,742 shares of VFMF stock, worth $1.8 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,742
Previous 11,360
29.77%
Holding current value
$1.8 Million
Previous $1.3 Million
43.4%
% of portfolio
0.4%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding VFMF
# of Institutions
65Shares Held
1.13MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO317KShares$38.9 Million4.5% of portfolio
-
Envestnet Asset Management Inc262KShares$32.1 Million0.01% of portfolio
-
Opus Capital Group, LLC96.8KShares$11.9 Million1.79% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.83.8KShares$10.3 Million2.82% of portfolio
-
Umb Bank, N.A.61.5KShares$7.53 Million0.13% of portfolio