Srs Capital Advisors, Inc. Vanguard Wellington Fd Transaction History

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 762 shares of VFMV stock, worth $93,184. This represents 0.01% of its overall portfolio holdings.

Number of Shares
762
Previous 757 0.66%
Holding current value
$93,184
Previous $86,000 6.98%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$113.29 - $121.87 $566 - $609
5 Added 0.66%
762 $92,000
Q1 2024

May 14, 2024
BUY
$103.53 - $111.89 $310 - $335
3 Added 0.4%
757 $84,000
Q4 2023

Feb 06, 2024
BUY
$94.55 - $105.02 $378 - $420
4 Added 0.53%
754 $78,000
Q3 2023

Nov 14, 2023
BUY
$96.17 - $101.92 $288 - $305
3 Added 0.4%
750 $72,000
Q2 2023

Aug 14, 2023
BUY
$96.61 - $100.48 $386 - $401
4 Added 0.54%
747 $74,000
Q1 2023

May 16, 2023
BUY
$94.88 - $101.05 $569 - $606
6 Added 0.81%
743 $73,000
Q4 2022

Feb 24, 2023
BUY
$89.6 - $102.86 $448 - $514
5 Added 0.68%
737 $72,000
Q3 2022

Nov 03, 2022
BUY
$89.16 - $103.52 $624 - $724
7 Added 0.97%
732 $65,000
Q1 2022

May 12, 2022
BUY
$97.11 - $106.16 $194 - $212
2 Added 0.28%
725 $75,000
Q4 2021

Feb 08, 2022
BUY
$97.39 - $106.84 $292 - $320
3 Added 0.42%
723 $77,000
Q3 2021

Nov 05, 2021
BUY
$97.63 - $103.58 $585 - $621
6 Added 0.84%
720 $70,000
Q2 2021

Aug 02, 2021
BUY
$94.34 - $98.49 $94 - $98
1 Added 0.14%
714 $70,000
Q4 2020

Feb 03, 2021
BUY
$80.48 - $89.73 $402 - $448
5 Added 0.71%
713 $64,000
Q3 2020

Nov 12, 2020
BUY
$78.69 - $86.62 $629 - $692
8 Added 1.14%
708 $58,000
Q1 2020

May 13, 2020
BUY
$62.34 - $94.4 $43,638 - $66,080
700 New
700 $50,000

Others Institutions Holding VFMV

# of Institutions
44
Shares Held
627K
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email