Ifp Advisors, Inc Vanguard Wellington Fd Us Mult Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Ifp Advisors, Inc holds 58 shares of VFMF stock, worth $7,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 112 48.21%

Holding current value

$7,560

Previous $14,000 50.0%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$122.86 - $137.9 $6,634 - $7,446	-54 Reduced 48.21%	58 $7,000
Q4 2024 Feb 04, 2025	BUY	$128.97 - $141.41 $257 - $282	2 Added 1.82%	112 $14,000
Q3 2024 Feb 04, 2025	BUY	$119.93 - $131.26 $359 - $393	3 Added 2.8%	110 $14,000
Q2 2024 Jul 30, 2024	BUY	$118.86 - $126.62 $356 - $379	3 Added 2.88%	107 $13,000
Q1 2024 Jul 30, 2024	SELL	$112.07 - $126.89 $2,801 - $3,172	-25 Reduced 19.38%	104 $13,000
Q3 2023 Oct 12, 2023	BUY	$101.85 - $108.9 $101 - $108	1 Added 0.78%	129 $13,000
Q2 2023 Aug 04, 2023	BUY	$94.37 - $103.91 $660 - $727	7 Added 5.79%	128 $13,000
Q1 2023 Apr 18, 2023	SELL	$94.65 - $105.82 $18,835 - $21,058	-199 Reduced 62.19%	121 $11,000
Q4 2022 Feb 07, 2023	BUY	$90.56 - $104.98 $17,930 - $20,786	198 Added 162.3%	320 $24,000
Q3 2022 Nov 08, 2022	BUY	$87.1 - $102.07 $174 - $204	2 Added 1.67%	122 $9,000
Q2 2022 Sep 06, 2022	BUY	$89.23 - $105.54 $10,707 - $12,664	120 New	120 $9,000
Q2 2022 Aug 12, 2022	SELL	$89.23 - $105.54 $10,707 - $12,664	-120 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$99.15 - $109.02 $14,674 - $16,134	-148 Reduced 55.22%	120 $0
Q4 2021 Jan 12, 2022	BUY	$100.52 - $109.96 $201 - $219	2 Added 0.75%	268 $29,000
Q3 2021 Oct 06, 2021	BUY	$95.23 - $103.78 $380 - $415	4 Added 1.53%	266 $26,000
Q2 2021 Jul 13, 2021	BUY	$96.9 - $103.49 $96 - $103	1 Added 0.38%	262 $26,000
Q1 2021 Apr 30, 2021	SELL	$82.85 - $98.42 $1,988 - $2,362	-24 Reduced 8.42%	261 $25,000
Q4 2020 Jan 25, 2021	SELL	$70.95 - $84.06 $70 - $84	-1 Reduced 0.35%	285 $24,000
Q3 2020 Oct 29, 2020	SELL	$66.58 - $75.52 $7,257 - $8,231	-109 Reduced 27.59%	286 $21,000
Q2 2020 Aug 05, 2020	SELL	$52.27 - $72.14 $13,381 - $18,467	-256 Reduced 39.32%	395 $27,000
Q1 2020 May 12, 2020	BUY	$48.08 - $82.48 $3,990 - $6,845	83 Added 14.61%	651 $37,000
Q4 2019 Jan 17, 2020	BUY	$72.98 - $81.55 $510 - $570	7 Added 1.25%	568 $47,000
Q3 2019 Nov 07, 2019	BUY	$75.22 - $77.26 $42,198 - $43,342	561 New	561 $42,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.32M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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