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 $14.9 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

104,749

Previous 63,773 64.25%

Holding current value

$14.9 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

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About VANGUARD WELLINGTON FD U S QUA

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