Latest Institutional Transactions on Vanguard Wellington Fd (VFMV)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.98KClosed |
$289K - $316K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.27KClosed |
$513K - $563K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.31K- 19.92% |
$123K - $129K
|
5.26K
$675K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-75Closed |
$7.08K - $7.39K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 79.99% |
$103K - $108K
|
274
$35.2K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-856Closed |
$75.7K - $80.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
4.97KNew |
$400K - $446K
|
4.97K
$638K
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-44Closed |
$3.54K - $3.95K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3KClosed |
$825K - $920K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.95KClosed |
$311K - $342K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.65KClosed |
$183K - $219K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-475Closed |
$32.8K - $39.3K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-429Closed |
$29.6K - $35.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 4.59% |
$2.12K - $3.21K
|
706
$90.6K
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-814Closed |
$50.7K - $76.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.3KClosed |
$206K - $311K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5Closed |
$312 - $472
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Cwm, LLC
|
SELL
|
- |
-611- 81.25% |
N/A
|
141
$18.1K
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
63New |
N/A
|
63
$8.08K
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
BUY
|
- |
200New |
N/A
|
200
$25.7K
|
|