Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History

Foundations Investment Advisors, LLC

$3.86 Billion
Q2 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 56,597 shares of VFMV stock, worth $6.86 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

56,597

Previous 53,729 5.34%

Holding current value

$6.86 Million

Previous $6.01 Million 7.0%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

537K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Industry ETFs

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Foundations Investment Advisors, LLC Vanguard Wellington Fd Transaction History