J.W. Cole Advisors, Inc. Vanguard Wellington Fd Transaction History

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 2,362 shares of VFMV stock, worth $307,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,362
Previous 1,687 40.01%
Holding current value
$307,012
Previous $213,000 41.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
$114.53 - $128.23 $77,307 - $86,555
675 Added 40.01%
2,362 $302,000
Q1 2025

May 05, 2025
SELL
$119.38 - $128.27 $14,803 - $15,905
-124 Reduced 6.85%
1,687 $213,000
Q4 2024

Jan 30, 2025
BUY
$120.0 - $127.93 $217,320 - $231,681
1,811 New
1,811 $218,000

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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