Wealthcare Advisory Partners LLC Vanguard Wellington Fd U S Mom Transaction History
Wealthcare Advisory Partners LLC
- $3.54 Billion
- Q1 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 1,697 shares of VFMO stock, worth $289,949. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,697
Previous 1,358
24.96%
Holding current value
$289,949
Previous $223,000
14.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
148Shares Held
3.19MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$82 Million2.21% of portfolio
-
Great Valley Advisor Group, Inc.388KShares$66.3 Million1.43% of portfolio
-
Cetera Investment Advisers Schaumburg, IL290KShares$49.5 Million0.09% of portfolio
-
Strategic Financial Services, Inc, Utica, NY269KShares$46 Million2.41% of portfolio
-
Systelligence, LLC145KShares$24.8 Million5.91% of portfolio