Steward Partners Investment Advisory, LLC Vanguard Wellington Fd Us Mult Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 215 shares of VFMF stock, worth $29,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215
Previous 215 -0.0%
Holding current value
$29,018
Previous $26,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$94.65 - $105.82 $1,798 - $2,010
-19 Reduced 8.12%
215 $21,000
Q4 2022

Feb 15, 2023
BUY
$90.56 - $104.98 $1,720 - $1,994
19 Added 8.84%
234 $23,000
Q3 2020

Oct 30, 2020
SELL
$66.58 - $75.52 $16,312 - $18,502
-245 Reduced 53.26%
215 $15,000
Q2 2019

Jul 25, 2019
BUY
N/A
460 New
460 $34,000
Q4 2018

Jan 15, 2019
SELL
N/A
-245 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
245 New
245 $20,000

Others Institutions Holding VFMF

# of Institutions
67
Shares Held
1.09M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
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More about VFMF
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