Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd U S Val Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 7,555 shares of VFVA stock, worth $893,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,555

Previous 7,462 1.25%

Holding current value

$893,454

Previous $883,000 2.49%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$111.86 - $124.32 $10,402 - $11,561	93 Added 1.25%	7,555 $861,000
Q4 2024 Feb 14, 2025	BUY	$117.34 - $130.02 $86,596 - $95,954	738 Added 10.98%	7,462 $883,000
Q3 2024 Oct 28, 2024	SELL	$111.27 - $122.66 $19,806 - $21,833	-178 Reduced 2.58%	6,724 $810,000
Q2 2024 Jul 26, 2024	BUY	$110.79 - $118.48 $302,789 - $323,805	2,733 Added 65.56%	6,902 $780,000
Q1 2024 Apr 24, 2024	BUY	$108.27 - $119.34 $45,148 - $49,764	417 Added 11.11%	4,169 $497,000
Q4 2023 Feb 09, 2024	BUY	$93.68 - $113.63 $562 - $681	6 Added 0.16%	3,752 $423,000
Q3 2023 Oct 24, 2023	BUY	$98.19 - $107.17 $5,400 - $5,894	55 Added 1.49%	3,746 $375,000
Q2 2023 Jul 13, 2023	BUY	$90.85 - $99.93 $335,327 - $368,841	3,691 New	3,691 $368,000

Others Institutions Holding VFVA

# of Institutions

104

Shares Held

2.6M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
Sector ETFs
Industry ETFs

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Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd U S Val Transaction History