Great Valley Advisor Group, Inc. Vanguard Wellington Fd U S Mom Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 77,817 shares of VFMO stock, worth $12.7 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
77,817
Previous 55,408
40.44%
Holding current value
$12.7 Million
Previous $8.92 Million
43.43%
% of portfolio
0.31%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$72.1 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$44.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$43.3 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$22.2 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$20.9 Million1.07% of portfolio