O'Shaughnessy Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History
O'Shaughnessy Asset Management, LLC
- $10.8 Billion
- Q3 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 2,016 shares of VFMO stock, worth $341,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,016
Previous 1,756
14.81%
Holding current value
$341,268
Previous $263,000
23.19%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VFMO
# of Institutions
112Shares Held
2.48MCall Options Held
3.1KPut Options Held
700-
Ritholtz Wealth Management432KShares$73.1 Million2.12% of portfolio
-
International Assets Investment Management, LLC Orlando, FL414KShares$70.1 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY276KShares$46.7 Million2.64% of portfolio
-
Anderson Hoagland & CO137KShares$23.2 Million2.29% of portfolio
-
Davidson Investment Advisors129KShares$21.8 Million1.02% of portfolio