Srs Capital Advisors, Inc. Vanguard Wellington Fd Transaction History

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 762 shares of VFMV stock, worth $96,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares
762
Previous 757 0.66%
Holding current value
$96,423
Previous $86,000 6.98%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$113.29 - $121.87 $566 - $609
5 Added 0.66%
762 $92,000
Q1 2024

May 14, 2024
BUY
$103.53 - $111.89 $310 - $335
3 Added 0.4%
757 $84,000
Q4 2023

Feb 06, 2024
BUY
$94.55 - $105.02 $378 - $420
4 Added 0.53%
754 $78,000
Q3 2023

Nov 14, 2023
BUY
$96.17 - $101.92 $288 - $305
3 Added 0.4%
750 $72,000
Q2 2023

Aug 14, 2023
BUY
$96.61 - $100.48 $386 - $401
4 Added 0.54%
747 $74,000
Q1 2023

May 16, 2023
BUY
$94.88 - $101.05 $569 - $606
6 Added 0.81%
743 $73,000
Q4 2022

Feb 24, 2023
BUY
$89.6 - $102.86 $448 - $514
5 Added 0.68%
737 $72,000
Q3 2022

Nov 03, 2022
BUY
$89.16 - $103.52 $624 - $724
7 Added 0.97%
732 $65,000
Q1 2022

May 12, 2022
BUY
$97.11 - $106.16 $194 - $212
2 Added 0.28%
725 $75,000
Q4 2021

Feb 08, 2022
BUY
$97.39 - $106.84 $292 - $320
3 Added 0.42%
723 $77,000
Q3 2021

Nov 05, 2021
BUY
$97.63 - $103.58 $585 - $621
6 Added 0.84%
720 $70,000
Q2 2021

Aug 02, 2021
BUY
$94.34 - $98.49 $94 - $98
1 Added 0.14%
714 $70,000
Q4 2020

Feb 03, 2021
BUY
$80.48 - $89.73 $402 - $448
5 Added 0.71%
713 $64,000
Q3 2020

Nov 12, 2020
BUY
$78.69 - $86.62 $629 - $692
8 Added 1.14%
708 $58,000
Q1 2020

May 13, 2020
BUY
$62.34 - $94.4 $43,638 - $66,080
700 New
700 $50,000

Others Institutions Holding VFMV

# of Institutions
44
Shares Held
627K
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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