Cary Street Partners Investment Advisory LLC Vanguard Wellington Fd Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$80.48 - $89.73 $3,541 - $3,948	-44 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$78.69 - $86.62 $3,462 - $3,811	44 New	44 $4,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

755K

Call Options Held

Put Options Held

Anderson Hoagland & CO

178K
Shares

$22.4 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.7 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.59 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.28 Million
4.37% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.12 Million
3.27% of portfolio

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About VANGUARD WELLINGTON FD

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