Cary Street Partners Investment Advisory LLC Vanguard Wellington Fd Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$80.48 - $89.73 $3,541 - $3,948	-44 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$78.69 - $86.62 $3,462 - $3,811	44 New	44 $4,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

627K

Call Options Held

Put Options Held

Anderson Hoagland & CO

185K
Shares

$22.5 Million
2.33% of portfolio
Foundations Investment Advisors, LLC

94.6K
Shares

$11.5 Million
0.26% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.34 Million
0.06% of portfolio
Milestone Advisory Partners

40.8K
Shares

$4.97 Million
3.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.6K
Shares

$4.71 Million
0.0% of portfolio

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About VANGUARD WELLINGTON FD

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