Kestra Advisory Services, LLC Vanguard Wellington Fd Transaction History

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 28,856 shares of VFMV stock, worth $3.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,856
Holding current value
$3.75 Million
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$126.35 - $131.95 $3.65 Million - $3.81 Million
28,856 New
28,856 $3.79 Million
Q4 2020

Jan 20, 2021
SELL
$80.48 - $89.73 $825,402 - $920,270
-10,256 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$78.69 - $86.62 $807,044 - $888,374
10,256 New
10,256 $729 Million

Others Institutions Holding VFMV

# of Institutions
77
Shares Held
1.23M
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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