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 $1.63 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,801
Previous 18,988
43.12%
Holding current value
$1.63 Million
Previous $2.49 Million
34.47%
% of portfolio
0.05%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$66.8 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$40.9 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$40.1 Million2.61% of portfolio
-
Anderson Hoagland & CO136KShares$20.5 Million2.4% of portfolio
-
Davidson Investment Advisors128KShares$19.4 Million1.07% of portfolio