Fullcircle Wealth LLC Vanguard Wellington Fd U S Mom Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Fullcircle Wealth LLC holds 4,262 shares of VFMO stock, worth $697,817. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,262
Previous 7,053
39.57%
Holding current value
$697,817
Previous $1.08 Billion
34.96%
% of portfolio
0.31%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
105Shares Held
2.55MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$70.7 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$67.8 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$45.9 Million2.67% of portfolio
-
Davidson Investment Advisors208KShares$34 Million1.63% of portfolio
-
Anderson Hoagland & CO137KShares$22.5 Million2.29% of portfolio