Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 26,197 shares of VFMV stock, worth $3.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,197

Previous 4,863 438.7%

Holding current value

$3.34 Million

Previous $591,000 434.18%

% of portfolio

0.01%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$120.0 - $127.93 $2.56 Million - $2.73 Million	21,334 Added 438.7%	26,197 $3.16 Million
Q3 2024 Oct 28, 2024	SELL	$113.29 - $121.87 $14,501 - $15,599	-128 Reduced 2.56%	4,863 $591,000
Q2 2024 Jul 26, 2024	SELL	$107.0 - $114.78 $856 - $918	-8 Reduced 0.16%	4,991 $567,000
Q1 2024 Apr 24, 2024	SELL	$103.53 - $111.89 $37,788 - $40,839	-365 Reduced 6.8%	4,999 $559,000
Q4 2023 Feb 09, 2024	BUY	$94.55 - $105.02 $77,341 - $85,906	818 Added 17.99%	5,364 $561,000
Q3 2023 Oct 24, 2023	SELL	$96.17 - $101.92 $62,606 - $66,349	-651 Reduced 12.53%	4,546 $437,000
Q2 2023 Jul 13, 2023	BUY	$96.61 - $100.48 $7,728 - $8,038	80 Added 1.56%	5,197 $519,000
Q1 2023 May 11, 2023	BUY	$94.88 - $101.05 $6,831 - $7,275	72 Added 1.43%	5,117 $503,000
Q4 2022 Feb 08, 2023	BUY	$89.6 - $102.86 $160,652 - $184,427	1,793 Added 55.14%	5,045 $496,000
Q3 2022 Oct 17, 2022	SELL	$89.16 - $103.52 $668,789 - $776,503	-7,501 Reduced 69.76%	3,252 $0
Q2 2022 Jul 13, 2022	BUY	$92.1 - $105.32 $691,118 - $790,321	7,504 Added 230.96%	10,753 $0
Q1 2022 May 12, 2022	SELL	$97.11 - $106.16 $14,954 - $16,348	-154 Reduced 4.53%	3,249 $0
Q4 2021 Feb 03, 2022	SELL	$97.39 - $106.84 $15,095 - $16,560	-155 Reduced 4.36%	3,403 $0
Q3 2021 Nov 02, 2021	BUY	$97.63 - $103.58 $7,419 - $7,872	76 Added 2.18%	3,558 $0
Q2 2021 Aug 10, 2021	BUY	$94.34 - $98.49 $10,943 - $11,424	116 Added 3.45%	3,482 $0
Q1 2021 May 07, 2021	SELL	$88.45 - $94.19 $6,722 - $7,158	-76 Reduced 2.21%	3,366 $0
Q4 2020 Feb 04, 2021	SELL	$80.48 - $89.73 $63,820 - $71,155	-793 Reduced 18.72%	3,442 $0
Q3 2020 Oct 29, 2020	SELL	$78.69 - $86.62 $4,564 - $5,023	-58 Reduced 1.35%	4,235 $0
Q2 2020 Jul 27, 2020	BUY	$69.07 - $82.64 $5,042 - $6,032	73 Added 1.73%	4,293 $0
Q1 2020 May 08, 2020	BUY	$62.34 - $94.4 $50,308 - $76,180	807 Added 23.64%	4,220 $0
Q4 2019 Feb 04, 2020	BUY	$87.95 - $92.11 $3,869 - $4,052	44 Added 1.31%	3,413 $0
Q3 2019 Nov 06, 2019	BUY	$89.02 - $90.11 $44,688 - $45,235	502 Added 17.51%	3,369 $0
Q2 2019 Aug 15, 2019	SELL	N/A	-452 Reduced 13.62%	2,867 $0
Q1 2019 May 08, 2019	BUY	N/A	370 Added 12.55%	3,319 $0
Q4 2018 Feb 05, 2019	BUY	N/A	2,949 New	2,949 $0

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd Transaction History