Cambridge Investment Research Advisors, Inc. Vanguard Wellington Fd 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 stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 28,497 shares of VFMV stock, worth $3.53 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,497
Previous 26,197 8.78%
Holding current value
$3.53 Million
Previous $3.16 Million 14.41%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$119.38 - $128.27 $274,574 - $295,021
2,300 Added 8.78%
28,497 $3.61 Million
Q4 2024

Feb 14, 2025
BUY
$120.0 - $127.93 $2.56 Million - $2.73 Million
21,334 Added 438.7%
26,197 $3.16 Million
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

# of Institutions
53
Shares Held
1M
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
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email