Orion Portfolio Solutions, LLC Vanguard Wellington Fd Transaction History

Orion Portfolio Solutions, LLC

  • $9.52 Billion
  • Q4 2024

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 8,448 shares of VFMV stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,448
Previous 3,188 164.99%
Holding current value
$1.06 Million
Previous $387,000 163.05%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
47
Shares Held
753K
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 Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, 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 Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email