Capital Advisors, Ltd. LLC Vanguard Wellington Fd Us Mult Transaction History

Capital Advisors, Ltd. LLC

  • $806 Million
  • Q3 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 351 shares of VFMF stock, worth $47,374. This represents 0.01% of its overall portfolio holdings.

Number of Shares
351
Previous 351 -0.0%
Holding current value
$47,374
Previous $43,000 6.98%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
SELL
$101.85 - $108.9 $41,656 - $44,540
-409 Reduced 53.82%
351 $36,000
Q4 2020

Feb 10, 2021
BUY
$70.95 - $84.06 $24,903 - $29,505
351 Added 85.82%
760 $64,000
Q1 2020

May 08, 2020
SELL
$48.08 - $82.48 $148,567 - $254,863
-3,090 Reduced 88.31%
409 $23,000
Q2 2019

Jul 31, 2019
SELL
N/A
-649 Reduced 15.65%
3,499 $266,000
Q4 2018

Jan 29, 2019
BUY
N/A
4,148 New
4,148 $280,000

Others Institutions Holding VFMF

# of Institutions
67
Shares Held
1.09M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC 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 Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email