Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 94,550 shares of VFMV stock, worth $11.6 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

94,550

Previous 56,597 67.06%

Holding current value

$11.6 Million

Previous $6.43 Million 78.78%

% of portfolio

0.26%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$113.29 - $121.87 $4.3 Million - $4.63 Million	37,953 Added 67.06%	94,550 $11.5 Million
Q2 2024 Aug 02, 2024	BUY	$107.0 - $114.78 $306,876 - $329,189	2,868 Added 5.34%	56,597 $6.43 Million
Q1 2024 May 13, 2024	BUY	$103.53 - $111.89 $326,533 - $352,901	3,154 Added 6.24%	53,729 $6.01 Million
Q4 2023 Feb 08, 2024	SELL	$94.55 - $105.02 $624,313 - $693,447	-6,603 Reduced 11.55%	50,575 $5.29 Million
Q3 2023 Oct 05, 2023	BUY	$96.17 - $101.92 $1.87 Million - $1.98 Million	19,439 Added 51.51%	57,178 $5.5 Million
Q2 2023 Jul 19, 2023	BUY	$96.61 - $100.48 $785,246 - $816,701	8,128 Added 27.45%	37,739 $3.77 Million
Q1 2023 Apr 25, 2023	BUY	$94.88 - $101.05 $2.81 Million - $2.99 Million	29,611 New	29,611 $2.91 Million

Others Institutions Holding VFMV

# of Institutions

Shares Held

627K

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History