Wealth Enhancement Advisory Services, LLC Vanguard Wellington Fd U S Qua Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,957 shares of VFQY stock, worth $621,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,957

Previous 4,398 12.71%

Holding current value

$621,756

Previous $619,000 6.46%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$131.8 - $147.86 $73,676 - $82,653	559 Added 12.71%	4,957 $659,000
Q4 2024 Mar 17, 2025	SELL	$139.44 - $150.37 $564,034 - $608,246	-4,045 Reduced 47.91%	4,398 $619,000
Q4 2024 Jan 10, 2025	BUY	$139.44 - $150.37 $564,732 - $608,998	4,050 Added 92.19%	8,443 $1.19 Million
Q3 2024 Oct 23, 2024	SELL	$130.03 - $143.03 $196,605 - $216,261	-1,512 Reduced 25.61%	4,393 $627,000
Q2 2024 Jul 16, 2024	BUY	$128.05 - $136.02 $640 - $680	5 Added 0.08%	5,905 $791,000
Q1 2024 Apr 15, 2024	BUY	$123.23 - $136.93 $36,969 - $41,079	300 Added 5.36%	5,900 $807,000
Q3 2023 Nov 13, 2023	BUY	$110.74 - $119.2 $620,144 - $667,520	5,600 New	5,600 $628,000

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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Wealth Enhancement Advisory Services, LLC Vanguard Wellington Fd U S Qua Transaction History