Raymond James Financial Services Advisors, Inc. Vanguard Wellington Fd Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$107.0 - $114.78 $31,030 - $33,286	-290 Reduced 13.99%	1,783 $202,000
Q1 2024 Apr 22, 2024	BUY	$103.53 - $111.89 $214,617 - $231,947	2,073 New	2,073 $231,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

954K

Call Options Held

Put Options Held

Tanglewood Wealth Management, Inc.

202K
Shares

$24.4 Million
2.98% of portfolio
Anderson Hoagland & CO

178K
Shares

$21.5 Million
2.43% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.2 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.26 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

65.6K
Shares

$7.93 Million
4.75% of portfolio

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About VANGUARD WELLINGTON FD

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