Cibc Private Wealth Group, LLC Vanguard Wellington Fd Transaction History

Cibc Private Wealth Group, LLC

$52.7 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$92.1 - $105.32 $42,550 - $48,657	-462 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$97.11 - $106.16 $44,864 - $49,045	462 New	462 $48,000

Others Institutions Holding VFMV

# of Institutions

46

Shares Held

753K

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

179K
Shares

$22.5 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.7 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.59 Million
0.05% of portfolio
Martin Worley Group Cottonwood Heights, UT

58K
Shares

$7.28 Million
4.37% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.12 Million
3.27% of portfolio

About VANGUARD WELLINGTON FD

Ticker VFMV
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