Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

VFMVVFMV
13 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANGUARD WELLINGTON FD

Steward Partners Investment Advisory, LLC holds 130 shares of VFMV (VANGUARD WELLINGTON FD), worth $18,117 as of 2026-Q2. VFMV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$18,117

Current Shares

130

Total Value Change

-$770,883

Total Shares Change

-10,895

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
130
0.0%
$18,1170.0%$139.36
0
2026-Q1
Unchanged
130
0.0%
$17,3200.0%$139.04
0
2025-Q4
Unchanged
130
0.0%
$16,9480.0%$131.45
0
2025-Q3
Unchanged
130
0.0%
$17,0700.0%$129.93
0
2025-Q2
Unchanged
130
0.0%
$16,6700.0%$125.95
0
2025-Q1
New
130
-
$16,4760.0%$123.41
25
2021-Q3
Exited
0
-100.0%
$00.0%$90.41
0
2021-Q2
Decreased
594
-50.0%
$58,0000.0%$89.74
0
2021-Q1
Increased
1,188
+100.0%
$55.6M0.0%$84.71
47
2020-Q4
Unchanged
594
0.0%
$53,0000.0%$80.92
0
2020-Q3
Decreased
594
-94.6%
$49,0000.0%$73.95
0
2020-Q2
Unchanged
11,025
0.0%
$872,0000.0%$69.91
0
2020-Q1
New
11,025
-
$789,0000.0%$64.63
34

Other major holders of VFMV: WELLS FARGO & COMPANY/MN, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used