Valley Financial Group, Inc. VANGUARD WELLINGTON FD Transaction History

Valley Financial Group, Inc.

  • $151 Billion
  • Q1 2025
Number of Shares
2,203
Previous 2,130 3.43%
Holding current value
$221 Million
Previous $214 Million 3.7%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
73 Added 3.43%
2,203 $221 Million
Q4 2024

Feb 14, 2025
BUY
N/A
2,130 New
2,130 $214 Million
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