Foundations Investment Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 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 112,696 shares of VFQY stock, worth $14.7 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
112,696
Previous 104,749
7.59%
Holding current value
$14.7 Million
Previous $15 Million
6.09%
% of portfolio
0.33%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding VFQY
# of Institutions
91Shares Held
1.08MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.185KShares$24.1 Million4.93% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC121KShares$15.8 Million4.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC85.8KShares$11.2 Million0.01% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA68.2KShares$8.88 Million6.51% of portfolio
-
Gyl Financial Synergies, LLC68KShares$8.85 Million0.74% of portfolio