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

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 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 1,687 shares of VFMV stock, worth $213,894. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,687
Previous 1,811 6.85%
Holding current value
$213,894
Previous $218,000 2.29%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
63
Shares Held
1.19M
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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