Wealthcare Advisory Partners LLC Vanguard Wellington Fd U S Mom Transaction History
Wealthcare Advisory Partners LLC
- $4.81 Billion
- Q4 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 5,147 shares of VFMO stock, worth $953,327. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,147
Previous 4,935
4.3%
Holding current value
$953,327
Previous $945,000
0.85%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VFMO
# of Institutions
163Shares Held
3.5MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management651KShares$121 Million2.31% of portfolio
-
Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
-
Davidson Investment Advisors147KShares$27.2 Million1.21% of portfolio