Tidemark, LLC Vanguard Wellington Fd U S Qua Transaction History

Tidemark, LLC

$263 Million
Q1 2025

A detailed history of Tidemark, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Tidemark, LLC holds 278 shares of VFQY stock, worth $40,621. This represents 0.01% of its overall portfolio holdings.

Number of Shares

278

Previous 278 -0.0%

Holding current value

$40,621

Previous $39,000 5.13%

% of portfolio

0.01%

Previous 0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$139.44 - $150.37 $38,764 - $41,802	278 New	278 $39,000

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.14M

Call Options Held

Put Options Held

Armbruster Capital Management, Inc.

184K
Shares

$27 Million
4.83% of portfolio
Foundations Investment Advisors, LLC

123K
Shares

$18 Million
0.3% of portfolio
Hobart Private Capital, LLC Charlotte, NC

116K
Shares

$16.9 Million
3.77% of portfolio
Pure Financial Advisors, LLC

113K
Shares

$16.5 Million
0.29% of portfolio
Gyl Financial Synergies, LLC

68K
Shares

$9.94 Million
0.74% of portfolio

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About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

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