Atlas Capital Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024

A detailed history of Atlas Capital Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 815 shares of VFVA stock, worth $101,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares
815
Previous 815 -0.0%
Holding current value
$101,491
Previous $92.2 Million 6.61%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023
SELL
$90.85 - $99.93 $37,611 - $41,371
-414 Reduced 33.69%
815 $81.2 Million
Q3 2022

Nov 08, 2022
SELL
$86.7 - $105.31 $22,195 - $26,959
-256 Reduced 17.24%
1,229 $107 Million
Q2 2022

Aug 16, 2022
SELL
$91.07 - $108.95 $98,810 - $118,210
-1,085 Reduced 42.22%
1,485 $136 Million
Q1 2022

May 11, 2022
SELL
$101.78 - $109.95 $125,392 - $135,458
-1,232 Reduced 32.4%
2,570 $274 Million
Q4 2021

Feb 01, 2022
SELL
$98.41 - $107.31 $57,176 - $62,347
-581 Reduced 13.26%
3,802 $399 Million
Q3 2021

Oct 28, 2021
BUY
$93.63 - $101.52 $58,986 - $63,957
630 Added 16.79%
4,383 $0
Q2 2021

Jul 30, 2021
BUY
$94.91 - $103.91 $62,735 - $68,684
661 Added 21.38%
3,753 $0
Q1 2021

May 10, 2021
SELL
$77.27 - $97.16 $45,280 - $56,935
-586 Reduced 15.93%
3,092 $0
Q4 2020

Feb 16, 2021
BUY
$61.88 - $78.21 $227,594 - $287,656
3,678 New
3,678 $0
Q3 2020

Oct 23, 2020
SELL
$56.38 - $65.86 $185,264 - $216,415
-3,286 Closed
0 $0
Q2 2020

Jul 28, 2020
BUY
$43.17 - $68.72 $139,568 - $222,171
3,233 Added 6100.0%
3,286 $0
Q1 2020

May 04, 2020
BUY
$40.55 - $78.59 $2,149 - $4,165
53 New
53 $0

Others Institutions Holding VFVA

# of Institutions
89
Shares Held
2.31M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

VFVA Quotes by TradingView
  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
Track This Portfolio

Track Atlas Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email