Ifp Advisors, Inc Vanguard Wellington Fd Us Mult Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

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 $14,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Previous 104 2.88%

Holding current value

$14,509

Previous $13,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1.09M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

Track This Portfolio

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.

Account