Baron Silver Stevens Financial Advisors, LLC Vanguard Wellington Fd Us Mult Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $527 Million
  • Q2 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 17,764 shares of VFMF stock, worth $2.3 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
17,764
Previous 16,468 7.87%
Holding current value
$2.3 Million
Previous $2.09 Million 4.07%
% of portfolio
0.41%
Previous 0.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$118.86 - $126.62 $154,042 - $164,099
1,296 Added 7.87%
17,764 $2.17 Million
Q1 2024

May 02, 2024
BUY
$112.07 - $126.89 $102,768 - $116,358
917 Added 5.9%
16,468 $2.09 Million
Q4 2023

Feb 07, 2024
BUY
$97.57 - $116.14 $444,431 - $529,017
4,555 Added 41.42%
15,551 $1.79 Million
Q3 2023

Oct 31, 2023
BUY
$101.85 - $108.9 $3,870 - $4,138
38 Added 0.35%
10,996 $1.14 Million
Q2 2023

Jul 24, 2023
BUY
$94.37 - $103.91 $262,537 - $289,077
2,782 Added 34.03%
10,958 $1.14 Million
Q1 2023

Apr 18, 2023
SELL
$94.65 - $105.82 $13,818 - $15,449
-146 Reduced 1.75%
8,176 $810,000
Q4 2022

Jan 30, 2023
BUY
$90.56 - $104.98 $753,640 - $873,643
8,322 New
8,322 $822,000
Q2 2022

Jul 26, 2022
BUY
$89.23 - $105.54 $212,992 - $251,923
2,387 New
2,387 $213,000

Others Institutions Holding VFMF

# of Institutions
59
Shares Held
1.08M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
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