Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 94,550 shares of VFMV stock, worth $11.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

94,550

Previous 56,597 67.06%

Holding current value

$11.5 Million

Previous $6.43 Million 78.78%

% of portfolio

0.26%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$113.29 - $121.87 $4.3 Million - $4.63 Million	37,953 Added 67.06%	94,550 $11.5 Million
Q2 2024 Aug 02, 2024	BUY	$107.0 - $114.78 $306,876 - $329,189	2,868 Added 5.34%	56,597 $6.43 Million
Q1 2024 May 13, 2024	BUY	$103.53 - $111.89 $326,533 - $352,901	3,154 Added 6.24%	53,729 $6.01 Million
Q4 2023 Feb 08, 2024	SELL	$94.55 - $105.02 $624,313 - $693,447	-6,603 Reduced 11.55%	50,575 $5.29 Million
Q3 2023 Oct 05, 2023	BUY	$96.17 - $101.92 $1.87 Million - $1.98 Million	19,439 Added 51.51%	57,178 $5.5 Million
Q2 2023 Jul 19, 2023	BUY	$96.61 - $100.48 $785,246 - $816,701	8,128 Added 27.45%	37,739 $3.77 Million
Q1 2023 Apr 25, 2023	BUY	$94.88 - $101.05 $2.81 Million - $2.99 Million	29,611 New	29,611 $2.91 Million

Others Institutions Holding VFMV

# of Institutions

Shares Held

627K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History