Wealth Enhancement Advisory Services, LLC Vanguard Wellington Fd U S Qua Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,443 shares of VFQY stock, worth $1.22 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,443

Previous 4,393 92.19%

Holding current value

$1.22 Million

Previous $627,000 89.63%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$139.44 - $150.37 $564,732 - $608,998	4,050 Added 92.19%	8,443 $1.19 Million
Q3 2024 Oct 23, 2024	SELL	$130.03 - $143.03 $196,605 - $216,261	-1,512 Reduced 25.61%	4,393 $627,000
Q2 2024 Jul 16, 2024	BUY	$128.05 - $136.02 $640 - $680	5 Added 0.08%	5,905 $791,000
Q1 2024 Apr 15, 2024	BUY	$123.23 - $136.93 $36,969 - $41,079	300 Added 5.36%	5,900 $807,000
Q3 2023 Nov 13, 2023	BUY	$110.74 - $119.2 $620,144 - $667,520	5,600 New	5,600 $628,000

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.1M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Vanguard Wellington Fd U S Qua Transaction History