A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,005 shares of VFMF stock, worth $244,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,005
Previous 3,008 33.34%
Holding current value
$244,128
Previous $345,000 26.38%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$112.07 - $126.89 $112,406 - $127,270
-1,003 Reduced 33.34%
2,005 $254,000
Q4 2023

Jan 30, 2024

SELL
$97.57 - $116.14 $569,711 - $678,141
-5,839 Reduced 66.0%
3,008 $345,000
Q3 2023

Nov 13, 2023

BUY
$101.85 - $108.9 $901,066 - $963,438
8,847 New
8,847 $913,000

Others Institutions Holding VFMF

About VANGUARD WELLINGTON FD US MULT


  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.