Lazari Capital Management, Inc. Vanguard Wellington Fd U S Mom Transaction History
Lazari Capital Management, Inc.
- $245 Billion
- Q1 2025
A detailed history of Lazari Capital Management, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 3,706 shares of VFMO stock, worth $536,517. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,706
Previous 4,296
13.73%
Holding current value
$536,517
Previous $706 Million
20.38%
% of portfolio
0.23%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
137Shares Held
2.59MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management480KShares$69.5 Million2.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$39.1 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$38.3 Million2.61% of portfolio
-
Systelligence, LLC145KShares$21 Million5.91% of portfolio
-
Davidson Investment Advisors128KShares$18.5 Million1.07% of portfolio