Lpl Financial LLC Vanguard Wellington Fd U S Qua Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Lpl Financial LLC holds 38,781 shares of VFQY stock, worth $5.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38,781
Previous 85,799 54.8%
Holding current value
$5.1 Million
Previous $12.1 Million 57.12%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$131.8 - $147.86 $6.2 Million - $6.95 Million
-47,018 Reduced 54.8%
38,781 $5.18 Million
Q4 2024

Feb 11, 2025
BUY
$139.44 - $150.37 $1.92 Million - $2.07 Million
13,739 Added 19.07%
85,799 $12.1 Million
Q3 2024

Nov 08, 2024
BUY
$130.03 - $143.03 $3.27 Million - $3.6 Million
25,176 Added 53.7%
72,060 $10.3 Million
Q2 2024

Aug 07, 2024
BUY
$128.05 - $136.02 $741,281 - $787,419
5,789 Added 14.09%
46,884 $6.29 Million
Q1 2024

May 10, 2024
BUY
$123.23 - $136.93 $1.51 Million - $1.67 Million
12,223 Added 42.34%
41,095 $5.63 Million
Q4 2023

Feb 14, 2024
BUY
$106.56 - $127.53 $163,569 - $195,758
1,535 Added 5.62%
28,872 $3.65 Million
Q3 2023

Nov 13, 2023
BUY
$110.74 - $119.2 $450,490 - $484,905
4,068 Added 17.48%
27,337 $3.07 Million
Q2 2023

Jul 31, 2023
BUY
$103.67 - $114.06 $1.02 Million - $1.13 Million
9,868 Added 73.64%
23,269 $2.65 Million
Q1 2023

May 10, 2023
BUY
$103.33 - $115.07 $1.38 Million - $1.54 Million
13,401 New
13,401 $1.45 Million
Q2 2022

Aug 12, 2022
SELL
$95.56 - $116.93 $186,342 - $228,013
-1,950 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$109.39 - $126.65 $213,310 - $246,967
1,950 New
1,950 $227,000

Others Institutions Holding VFQY

# of Institutions
90
Shares Held
1.06M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

VFQY Quotes by TradingView
  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email