City State Bank Vanguard Wellington Fd Transaction History

City State Bank

$280 Million
Q4 2024

A detailed history of City State Bank transactions in Vanguard Wellington Fd stock. As of the latest transaction made, City State Bank holds 100 shares of VFMV stock, worth $12,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$12,741

Previous $12,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jun 01, 2022	BUY	$97.11 - $106.16 $9,711 - $10,616	100 New	100 $10,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

Anderson Hoagland & CO

179K
Shares

$22.8 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.9 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.72 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.39 Million
4.37% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.19 Million
3.27% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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