Wilbanks Smith & Thomas Asset Management LLC Vanguard Wellington Fd U S Mom Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 10,801 shares of VFMO stock, worth $2 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,801
Previous 18,988
43.12%
Holding current value
$2 Million
Previous $2.49 Million
34.47%
% of portfolio
0.05%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
165Shares 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