Independence Asset Advisors, LLC Vanguard Wellington Fd Transaction History

Independence Asset Advisors, LLC

  • $161 Billion
  • Q2 2025

A detailed history of Independence Asset Advisors, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Independence Asset Advisors, LLC holds 20,915 shares of VFMV stock, worth $2.68 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
20,915
Previous 20,815 0.48%
Holding current value
$2.68 Million
Previous $2.64 Billion 1.66%
% of portfolio
1.67%
Previous 8.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$114.53 - $128.23 $11,453 - $12,822
100 Added 0.48%
20,915 $2.68 Billion
Q1 2025

Apr 23, 2025
BUY
$119.38 - $128.27 $1.84 Million - $1.97 Million
15,390 Added 283.69%
20,815 $2.64 Billion
Q4 2024

Jan 28, 2025
BUY
$120.0 - $127.93 $651,000 - $694,020
5,425 New
5,425 $654 Million

Others Institutions Holding VFMV

# of Institutions
69
Shares Held
981K
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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