Ifp Advisors, Inc Vanguard Wellington Fd Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

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

38

Shares Held

573K

Call Options Held

0

Put Options Held

0

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

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.