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 $12.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
101,199
Previous 94,550
7.03%
Holding current value
$12.2 Million
Previous $11.5 Million
6.05%
% of portfolio
0.25%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding VFMV
# of Institutions
50Shares Held
996KCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$24.4 Million2.98% of portfolio
-
Anderson Hoagland & CO178KShares$21.5 Million2.43% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.27 Million0.05% of portfolio
-
Martin Worley Group Cottonwood Heights, UT65.6KShares$7.93 Million4.75% of portfolio
-
Milestone Advisory Partners40.8KShares$4.93 Million3.27% of portfolio