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 107 shares of VFMF stock, worth $14,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares
107
Previous 104 2.88%
Holding current value
$14,441
Previous $13,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WELLINGTON FD US MULT


  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.