Srs Capital Advisors, Inc. Vanguard Wellington Fd Transaction History

Srs Capital Advisors, Inc.

$8.6 Billion
Q3 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 14,649 shares of VFMV stock, worth $1.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,649

Previous 773 1795.08%

Holding current value

$1.9 Million

Previous $99,000 1842.42%

% of portfolio

0.02%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$126.35 - $131.95 $1.75 Million - $1.83 Million	13,876 Added 1795.08%	14,649 $1.92 Million
Q2 2025 Aug 12, 2025	BUY	$114.53 - $128.23 $458 - $512	4 Added 0.52%	773 $99,000
Q1 2025 May 14, 2025	BUY	$119.38 - $128.27 $358 - $384	3 Added 0.39%	769 $97,000
Q4 2024 Feb 05, 2025	BUY	$120.0 - $127.93 $480 - $511	4 Added 0.52%	766 $92,000
Q3 2024 Nov 06, 2024	BUY	$113.29 - $121.87 $566 - $609	5 Added 0.66%	762 $92,000
Q1 2024 May 14, 2024	BUY	$103.53 - $111.89 $310 - $335	3 Added 0.4%	757 $84,000
Q4 2023 Feb 06, 2024	BUY	$94.55 - $105.02 $378 - $420	4 Added 0.53%	754 $78,000
Q3 2023 Nov 14, 2023	BUY	$96.17 - $101.92 $288 - $305	3 Added 0.4%	750 $72,000
Q2 2023 Aug 14, 2023	BUY	$96.61 - $100.48 $386 - $401	4 Added 0.54%	747 $74,000
Q1 2023 May 16, 2023	BUY	$94.88 - $101.05 $569 - $606	6 Added 0.81%	743 $73,000
Q4 2022 Feb 24, 2023	BUY	$89.6 - $102.86 $448 - $514	5 Added 0.68%	737 $72,000
Q3 2022 Nov 03, 2022	BUY	$89.16 - $103.52 $624 - $724	7 Added 0.97%	732 $65,000
Q1 2022 May 12, 2022	BUY	$97.11 - $106.16 $194 - $212	2 Added 0.28%	725 $75,000
Q4 2021 Feb 08, 2022	BUY	$97.39 - $106.84 $292 - $320	3 Added 0.42%	723 $77,000
Q3 2021 Nov 05, 2021	BUY	$97.63 - $103.58 $585 - $621	6 Added 0.84%	720 $70,000
Q2 2021 Aug 02, 2021	BUY	$94.34 - $98.49 $94 - $98	1 Added 0.14%	714 $70,000
Q4 2020 Feb 03, 2021	BUY	$80.48 - $89.73 $402 - $448	5 Added 0.71%	713 $64,000
Q3 2020 Nov 12, 2020	BUY	$78.69 - $86.62 $629 - $692	8 Added 1.14%	708 $58,000
Q1 2020 May 13, 2020	BUY	$62.34 - $94.4 $43,638 - $66,080	700 New	700 $50,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.23M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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Srs Capital Advisors, Inc. Vanguard Wellington Fd Transaction History