Jfs Wealth Advisors, LLC Vanguard Wellington Fd Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 65 shares of VFMV stock, worth $7,759. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,759

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$113.29 - $121.87 $7,363 - $7,921	65 New	65 $7,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

627K

Call Options Held

Put Options Held

Anderson Hoagland & CO

185K
Shares

$22 Million
2.33% of portfolio
Foundations Investment Advisors, LLC

94.6K
Shares

$11.3 Million
0.26% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.16 Million
0.06% of portfolio
Milestone Advisory Partners

40.8K
Shares

$4.87 Million
3.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.6K
Shares

$4.61 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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