Coquina Private Wealth LLC Vanguard Wellington Fd Us Mult Transaction History
Coquina Private Wealth LLC
- $125 Billion
- Q4 2025
A detailed history of Coquina Private Wealth LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Coquina Private Wealth LLC holds 1,404 shares of VFMF stock, worth $202,906. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,404Holding current value
$202,906% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VFMF
# of Institutions
87Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
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Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
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Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
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Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
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Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio