Interchange Capital Partners, LLC Vanguard Wellington Fd Transaction History
Interchange Capital Partners, LLC
- $266 Million
- Q4 2024
A detailed history of Interchange Capital Partners, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Interchange Capital Partners, LLC holds 5,556 shares of VFMV stock, worth $708,001. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,556
Previous 5,556
-0.0%
Holding current value
$708,001
Previous $675,000
0.89%
% of portfolio
0.25%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
46Shares Held
753KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.9 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.9 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.72 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT58KShares$7.39 Million4.37% of portfolio
-
Milestone Advisory Partners40.8KShares$5.2 Million3.27% of portfolio