Fortis Group Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Number of Shares
2,350
Previous 2,132 10.23%
Holding current value
$239 Million
Previous $216 Million 10.63%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
218 Added 10.23%
2,350 $239 Million
Q2 2025

Aug 08, 2025
BUY
N/A
2,132 New
2,132 $216 Million
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email