Signature Estate & Investment Advisors LLC Vanguard Wellington Fd Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 2,700 shares of VFMV stock, worth $326,106. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,700
Previous 1,952
38.32%
Holding current value
$326,106
Previous $237,000
37.13%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
48Shares Held
954KCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$24.4 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$21.5 Million2.43% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.2 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.26 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT58KShares$7 Million4.37% of portfolio