Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 133,637 shares of VFMV stock, worth $16.9 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
133,637
Previous 101,199 32.05%
Holding current value
$16.9 Million
Previous $12.2 Million 38.88%
% of portfolio
0.33%
Previous 0.25%

Shares

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

May 07, 2025
BUY
$119.38 - $128.27 $3.87 Million - $4.16 Million
32,438 Added 32.05%
133,637 $16.9 Million
Q4 2024

Jan 22, 2025
BUY
$120.0 - $127.93 $797,880 - $850,606
6,649 Added 7.03%
101,199 $12.2 Million
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
63
Shares Held
1.19M
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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email