Latest Institutional Transactions on Vanguard Wellington Fd U S Qua (VFQY)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Qua (VFQY) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$194K - $214K
|
1.87K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 3.52% |
$14.2K - $15.6K
|
3.75K
$549K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
173New |
$17.9K - $19.7K
|
173
$25.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101- 0.79% |
$10.5K - $11.5K
|
12.7K
$1.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
131New |
$13.6K - $14.9K
|
131
$19.2K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 100.0% |
$20.7K - $23K
|
400
$58.5K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6K+ 100.0% |
$620K - $690K
|
12K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 4.78% |
$1.45K - $1.61K
|
307
$44.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43New |
$4.44K - $4.95K
|
43
$6.29K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$1.17K - $1.34K
|
12
$1.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$9.74K - $11.2K
|
100
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
606New |
$59K - $67.9K
|
606
$88.6K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-51- 87.93% |
$4.97K - $5.71K
|
7
$1.02K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
28.3K+ 600.89% |
$2.76M - $3.17M
|
33.1K
$4.83M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
90+ 0.78% |
$8.54K - $10.2K
|
11.6K
$1.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-44- 51.76% |
$4.18K - $4.98K
|
41
$5.99K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.03K+ 17.33% |
$383K - $456K
|
27.3K
$3.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
245New |
$23.2K - $27.7K
|
245
$35.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.79KClosed |
$267K - $326K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3KClosed |
$220K - $269K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.91K - $2.34K
|
20
$2.92K
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-2.59KClosed |
$247K - $303K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.55K- 6.71% |
$149K - $182K
|
21.6K
$3.16M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-235Closed |
$25.7K - $29.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61KNew |
$505K - $584K
|
4.61K
$674K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-684Closed |
$74.8K - $86.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
95+ 4.19% |
$10.4K - $12K
|
2.37K
$346K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$14.6K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
11New |
$1.28K - $1.43K
|
11
$1.61K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.46KClosed |
$283K - $304K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17New |
$1.68K - $1.94K
|
17
$2.49K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-272Closed |
$22.6K - $27.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
5.51KNew |
$457K - $551K
|
5.51K
$806K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.13KNew |
$259K - $313K
|
3.13K
$457K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-177- 16.43% |
$13.7K - $15.7K
|
900
$132K
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-350Closed |
$27K - $31K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.98KClosed |
$356K - $507K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
182New |
$10.8K - $15.4K
|
182
$26.6K
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.48KClosed |
$326K - $465K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1Closed |
$55 - $88.3
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Advisory Services Network, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|