Foundations Investment Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 104,749 shares of VFQY stock, worth $15 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

104,749

Previous 63,773 64.25%

Holding current value

$15 Million

Previous $8.55 Million 75.02%

% of portfolio

0.34%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$130.03 - $143.03 $5.33 Million - $5.86 Million	40,976 Added 64.25%	104,749 $15 Million
Q2 2024 Aug 02, 2024	BUY	$128.05 - $136.02 $368,655 - $391,601	2,879 Added 4.73%	63,773 $8.55 Million
Q1 2024 May 13, 2024	BUY	$123.23 - $136.93 $325,696 - $361,905	2,643 Added 4.54%	60,894 $8.34 Million
Q4 2023 Feb 08, 2024	SELL	$106.56 - $127.53 $972,999 - $1.16 Million	-9,131 Reduced 13.55%	58,251 $7.37 Million
Q3 2023 Oct 05, 2023	BUY	$110.74 - $119.2 $2.51 Million - $2.71 Million	22,695 Added 50.79%	67,382 $7.57 Million
Q2 2023 Jul 19, 2023	BUY	$103.67 - $114.06 $2.01 Million - $2.21 Million	19,362 Added 76.45%	44,687 $5.1 Million
Q1 2023 Apr 25, 2023	BUY	$103.33 - $115.07 $2.62 Million - $2.91 Million	25,325 New	25,325 $2.74 Million

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.11M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

Track This Portfolio

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.

Account

Foundations Investment Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History