Orion Portfolio Solutions, LLC Vanguard Wellington Fd Transaction History

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025

A detailed history of Orion Portfolio Solutions, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 16,659 shares of VFMV stock, worth $2.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,659
Previous 8,448 97.19%
Holding current value
$2.12 Million
Previous $1.07 Million 97.29%
% of portfolio
0.02%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$119.38 - $128.27 $980,229 - $1.05 Million
8,211 Added 97.19%
16,659 $2.11 Million
Q4 2024

Feb 12, 2025
BUY
$120.0 - $127.93 $631,200 - $672,911
5,260 Added 164.99%
8,448 $1.02 Million
Q3 2024

Nov 15, 2024
BUY
$113.29 - $121.87 $361,168 - $388,521
3,188 New
3,188 $387,000
Q1 2024

May 09, 2024
BUY
$103.53 - $111.89 $291,540 - $315,082
2,816 Added 71.64%
6,747 $754,000
Q4 2023

Feb 09, 2024
BUY
$94.55 - $105.02 $371,676 - $412,833
3,931 New
3,931 $411,000

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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