Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VFQYVFQY
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD WELLINGTON FD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3,168 shares of VFQY (VANGUARD WELLINGTON FD), worth $543,161 as of 2026-Q2. The position was increased (+40.1% shares). VFQY represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$543,161

Current Shares

3,168

Total Value Change

-$85,775

Total Shares Change

-2,432

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3,168
+40.1%
$543,1610.0%$170.29
32
2026-Q1
Decreased
2,261
-48.5%
$340,2910.0%$156.78
0
2025-Q4
Increased
4,387
+7.4%
$693,2660.0%$155.32
26
2025-Q3
Decreased
4,086
-18.0%
$614,9430.0%$150.11
0
2025-Q2
Increased
4,984
+0.5%
$733,4890.0%$142.44
25
2025-Q1
Increased
4,957
+12.7%
$662,4580.0%$131.77
28
2024-Q4
Increased
4,398
+0.1%
$619,6700.0%$139.13
24
2024-Q3
Decreased
4,393
-25.6%
$627,6830.0%$140.63
0
2024-Q2
Increased
5,905
+0.1%
$791,8320.0%$131.55
25
2024-Q1
Increased
5,900
+5.4%
$807,8870.0%$133.81
26
2023-Q4
Unchanged
5,600
0.0%
$708,2310.0%$123.22
0
2023-Q3
New
5,600
-
$628,9360.0%$109.00
34

Other major holders of VFQY: Focus Partners Wealth, LPL Financial LLC

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