Steward Partners Investment Advisory, LLC Vanguard Wellington Fd Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 130 shares of VFMV stock, worth $16,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Previous 130 -0.0%
Holding current value
$16,897
Previous $16,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$119.38 - $128.27 $15,519 - $16,675
130 New
130 $16,000
Q3 2021

Nov 12, 2021
SELL
$97.63 - $103.58 $57,992 - $61,526
-594 Closed
0 $0
Q3 2020

Oct 30, 2020
SELL
$78.69 - $86.62 $820,815 - $903,533
-10,431 Reduced 94.61%
594 $49,000
Q1 2020

Apr 29, 2020
BUY
$62.34 - $94.4 $687,298 - $1.04 Million
11,025 New
11,025 $789,000

Others Institutions Holding VFMV

# of Institutions
74
Shares Held
1.18M
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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email