Ifp Advisors, Inc Vanguard Wellington Fd Transaction History

Ifp Advisors, Inc

  • $3.28 Billion
  • Q2 2025

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 30, 2024
SELL
$103.53 - $111.89 $19,463 - $21,035
-188 Reduced 67.14%
92 $10,000
Q4 2023

Jan 09, 2024
SELL
$94.55 - $105.02 $50,016 - $55,555
-529 Reduced 65.39%
280 $29,000
Q3 2023

Oct 12, 2023
SELL
$96.17 - $101.92 $116,750 - $123,730
-1,214 Reduced 60.01%
809 $77,000
Q2 2023

Aug 04, 2023
BUY
$96.61 - $100.48 $26,084 - $27,129
270 Added 15.4%
2,023 $201,000
Q1 2023

Apr 18, 2023
BUY
$94.88 - $101.05 $151,618 - $161,477
1,598 Added 1030.97%
1,753 $172,000
Q4 2022

Feb 07, 2023
BUY
$89.6 - $102.86 $13,888 - $15,943
155 New
155 $14,000
Q3 2021

Oct 06, 2021
SELL
$97.63 - $103.58 $195 - $207
-2 Closed
0 $0
Q2 2021

Jul 13, 2021
SELL
$94.34 - $98.49 $63,113 - $65,889
-669 Reduced 99.7%
2 $0
Q1 2021

Apr 30, 2021
SELL
$88.45 - $94.19 $108,970 - $116,042
-1,232 Reduced 64.74%
671 $62,000
Q4 2020

Jan 25, 2021
SELL
$80.48 - $89.73 $38,308 - $42,711
-476 Reduced 20.01%
1,903 $171,000
Q3 2020

Oct 29, 2020
BUY
$78.69 - $86.62 $15,423 - $16,977
196 Added 8.98%
2,379 $196,000
Q2 2020

Aug 05, 2020
SELL
$69.07 - $82.64 $22,654 - $27,105
-328 Reduced 13.06%
2,183 $169,000
Q1 2020

May 12, 2020
BUY
$62.34 - $94.4 $62,589 - $94,777
1,004 Added 66.62%
2,511 $181,000
Q4 2019

Jan 17, 2020
SELL
$87.95 - $92.11 $110,201 - $115,413
-1,253 Reduced 45.4%
1,507 $137,000
Q3 2019

Nov 07, 2019
BUY
$89.02 - $90.11 $245,695 - $248,703
2,760 New
2,760 $247,000
Q1 2019

May 15, 2019
SELL
N/A
-1,164 Closed
0 $0
Q4 2018

Jan 23, 2019
BUY
N/A
647 Added 125.15%
1,164 $0
Q3 2018

Oct 25, 2018
BUY
N/A
383 Added 285.82%
517 $0
Q2 2018

Aug 07, 2018
BUY
N/A
134 New
134 $0

Others Institutions Holding VFMV

# of Institutions
75
Shares Held
1.13M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

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