Wilkins Miller Wealth Management, LLC Vanguard Wellington Fd U S Mom Transaction History
Wilkins Miller Wealth Management, LLC
- $161 Billion
- Q3 2025
A detailed history of Wilkins Miller Wealth Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 11,498 shares of VFMO stock, worth $2.13 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
11,498
Previous 7,306
57.38%
Holding current value
$2.13 Million
Previous $1.26 Billion
73.52%
% of portfolio
1.35%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
158Shares Held
3.41MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$116 Million2.39% of portfolio
-
Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
-
Davidson Investment Advisors140KShares$25.9 Million1.19% of portfolio