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

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 116,160 shares of VFQY stock, worth $16.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
116,160
Previous 112,696 3.07%
Holding current value
$16.1 Million
Previous $15.9 Million 2.22%
% of portfolio
0.3%
Previous 0.33%

Shares

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

May 07, 2025
BUY
$131.8 - $147.86 $456,555 - $512,187
3,464 Added 3.07%
116,160 $15.5 Million
Q4 2024

Jan 22, 2025
BUY
$139.44 - $150.37 $1.11 Million - $1.19 Million
7,947 Added 7.59%
112,696 $15.9 Million
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
90
Shares Held
1.06M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

VFQY Quotes by TradingView
  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
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