Market Street Wealth Management Advisors LLC Vanguard Wellington Fd Transaction History

Market Street Wealth Management Advisors LLC

$545 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$89.6 - $102.86 $283,136 - $325,037	-3,160 Reduced 49.44%	3,232 $0
Q3 2022 Oct 21, 2022	BUY	$89.16 - $103.52 $60,985 - $70,807	684 Added 11.98%	6,392 $570,000
Q2 2022 Jul 21, 2022	BUY	$92.1 - $105.32 $525,706 - $601,166	5,708 New	5,708 $550,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

636K

Call Options Held

Put Options Held

Anderson Hoagland & CO

179K
Shares

$22.4 Million
2.32% of portfolio
Foundations Investment Advisors, LLC

101K
Shares

$12.6 Million
0.25% of portfolio
New Edge Advisors, LLC New Orleans, LA

68.4K
Shares

$8.54 Million
0.06% of portfolio
Milestone Advisory Partners

40.8K
Shares

$5.09 Million
3.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.6K
Shares

$4.82 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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