A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 4,863 shares of VFMV stock, worth $602,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,863
Previous 4,991 2.56%
Holding current value
$602,088
Previous $567,000 4.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

SELL
$113.29 - $121.87 $14,501 - $15,599
-128 Reduced 2.56%
4,863 $591,000
Q2 2024

Jul 26, 2024

SELL
$107.0 - $114.78 $856 - $918
-8 Reduced 0.16%
4,991 $567,000
Q1 2024

Apr 24, 2024

SELL
$103.53 - $111.89 $37,788 - $40,839
-365 Reduced 6.8%
4,999 $559,000
Q4 2023

Feb 09, 2024

BUY
$94.55 - $105.02 $77,341 - $85,906
818 Added 17.99%
5,364 $561,000
Q3 2023

Oct 24, 2023

SELL
$96.17 - $101.92 $62,606 - $66,349
-651 Reduced 12.53%
4,546 $437,000
Q2 2023

Jul 13, 2023

BUY
$96.61 - $100.48 $7,728 - $8,038
80 Added 1.56%
5,197 $519,000
Q1 2023

May 11, 2023

BUY
$94.88 - $101.05 $6,831 - $7,275
72 Added 1.43%
5,117 $503,000
Q4 2022

Feb 08, 2023

BUY
$89.6 - $102.86 $160,652 - $184,427
1,793 Added 55.14%
5,045 $496,000
Q3 2022

Oct 17, 2022

SELL
$89.16 - $103.52 $668,789 - $776,503
-7,501 Reduced 69.76%
3,252 $0
Q2 2022

Jul 13, 2022

BUY
$92.1 - $105.32 $691,118 - $790,321
7,504 Added 230.96%
10,753 $0
Q1 2022

May 12, 2022

SELL
$97.11 - $106.16 $14,954 - $16,348
-154 Reduced 4.53%
3,249 $0
Q4 2021

Feb 03, 2022

SELL
$97.39 - $106.84 $15,095 - $16,560
-155 Reduced 4.36%
3,403 $0
Q3 2021

Nov 02, 2021

BUY
$97.63 - $103.58 $7,419 - $7,872
76 Added 2.18%
3,558 $0
Q2 2021

Aug 10, 2021

BUY
$94.34 - $98.49 $10,943 - $11,424
116 Added 3.45%
3,482 $0
Q1 2021

May 07, 2021

SELL
$88.45 - $94.19 $6,722 - $7,158
-76 Reduced 2.21%
3,366 $0
Q4 2020

Feb 04, 2021

SELL
$80.48 - $89.73 $63,820 - $71,155
-793 Reduced 18.72%
3,442 $0
Q3 2020

Oct 29, 2020

SELL
$78.69 - $86.62 $4,564 - $5,023
-58 Reduced 1.35%
4,235 $0
Q2 2020

Jul 27, 2020

BUY
$69.07 - $82.64 $5,042 - $6,032
73 Added 1.73%
4,293 $0
Q1 2020

May 08, 2020

BUY
$62.34 - $94.4 $50,308 - $76,180
807 Added 23.64%
4,220 $0
Q4 2019

Feb 04, 2020

BUY
$87.95 - $92.11 $3,869 - $4,052
44 Added 1.31%
3,413 $0
Q3 2019

Nov 06, 2019

BUY
$89.02 - $90.11 $44,688 - $45,235
502 Added 17.51%
3,369 $0
Q2 2019

Aug 15, 2019

SELL
N/A
-452 Reduced 13.62%
2,867 $0
Q1 2019

May 08, 2019

BUY
N/A
370 Added 12.55%
3,319 $0
Q4 2018

Feb 05, 2019

BUY
N/A
2,949 New
2,949 $0

Others Institutions Holding VFMV

About VANGUARD WELLINGTON FD


  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
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