A detailed history of Belpointe Asset Management LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Belpointe Asset Management LLC holds 5,235 shares of VFMV stock, worth $680,445. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,235
Holding current value
$680,445
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$126.35 - $131.95 $661,442 - $690,758
5,235 New
5,235 $687,000
Q4 2022

Feb 08, 2023

BUY
$89.6 - $102.86 $13,708 - $15,737
153 New
153 $15,000

Others Institutions Holding VFMV

About VANGUARD WELLINGTON FD


  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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