Latest Institutional Transactions on Vanguard Wellington Fd Us Mult (VFMF)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd Us Mult (VFMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-660Closed |
$46.8K - $55.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$7.1K - $8.41K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$166K - $189K
|
2.5K
$307K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22+ 38.6% |
$1.15K - $1.59K
|
79
$9.71K
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.6KClosed |
$868K - $1.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.4KClosed |
$702K - $969K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
SELL
|
- |
-21.4KClosed |
$1.12M - $1.54M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-359Closed |
$17.3K - $29.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17KClosed |
$85.4K - $95.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-155Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 22, 2019
Q4 2018
|
Northstar Group, Inc.
|
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|