Lpl Financial LLC Vanguard Wellington Fd Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Lpl Financial LLC holds 33,365 shares of VFMV stock, worth $4.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,365
Previous 20,491 62.83%
Holding current value
$4.13 Million
Previous $2.47 Million 71.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2025
BUY
$119.38 - $128.27 $1.54 Million - $1.65 Million
12,874 Added 62.83%
33,365 $4.23 Million
Q4 2024

Feb 11, 2025
SELL
$120.0 - $127.93 $2.18 Million - $2.32 Million
-18,135 Reduced 46.95%
20,491 $2.47 Million
Q3 2024

Nov 08, 2024
BUY
$113.29 - $121.87 $2.54 Million - $2.73 Million
22,402 Added 138.08%
38,626 $4.7 Million
Q2 2024

Aug 07, 2024
BUY
$107.0 - $114.78 $395,900 - $424,686
3,700 Added 29.54%
16,224 $1.84 Million
Q1 2024

May 10, 2024
BUY
$103.53 - $111.89 $585,462 - $632,737
5,655 Added 82.33%
12,524 $1.4 Million
Q4 2023

Feb 14, 2024
SELL
$94.55 - $105.02 $287,053 - $318,840
-3,036 Reduced 30.65%
6,869 $718,000
Q3 2023

Nov 13, 2023
SELL
$96.17 - $101.92 $824,465 - $873,760
-8,573 Reduced 46.4%
9,905 $952,000
Q2 2023

Jul 31, 2023
BUY
$96.61 - $100.48 $887,362 - $922,908
9,185 Added 98.84%
18,478 $1.84 Million
Q1 2023

May 10, 2023
BUY
$94.88 - $101.05 $93,361 - $99,433
984 Added 11.84%
9,293 $914,000
Q4 2022

Feb 07, 2023
BUY
$89.6 - $102.86 $457,676 - $525,408
5,108 Added 159.58%
8,309 $817,000
Q3 2022

Nov 14, 2022
BUY
$89.16 - $103.52 $47,700 - $55,383
535 Added 20.07%
3,201 $285,000
Q2 2022

Aug 12, 2022
BUY
$92.1 - $105.32 $245,538 - $280,783
2,666 New
2,666 $257,000

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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