Lpl Financial LLC Vanguard Wellington Fd Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Lpl Financial LLC holds 95,580 shares of VFMV stock, worth $12.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95,580
Previous 33,365 186.47%
Holding current value
$12.4 Million
Previous $4.23 Million 189.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
$114.53 - $128.23 $7.13 Million - $7.98 Million
62,215 Added 186.47%
95,580 $12.3 Million
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
74
Shares Held
1.18M
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
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