Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 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 101,199 shares of VFMV stock, worth $12.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
101,199
Previous 94,550 7.03%
Holding current value
$12.5 Million
Previous $11.5 Million 6.05%
% of portfolio
0.25%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$120.0 - $127.93 $797,880 - $850,606
6,649 Added 7.03%
101,199 $12.2 Million
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
44
Shares Held
629K
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
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