Beaird Harris Wealth Management, LLC Vanguard Wellington Fd U S Qua Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 664 shares of VFQY stock, worth $89,367. This represents 0.01% of its overall portfolio holdings.

Number of Shares
664
Previous 873 23.94%
Holding current value
$89,367
Previous $124,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$139.44 - $150.37 $29,142 - $31,427
-209 Reduced 23.94%
664 $93,000
Q3 2024

Dec 02, 2024
BUY
$130.03 - $143.03 $260 - $286
2 Added 0.23%
873 $124,000
Q2 2024

Aug 15, 2024
SELL
$128.05 - $136.02 $12,292 - $13,057
-96 Reduced 9.93%
871 $116,000
Q1 2024

May 15, 2024
BUY
$123.23 - $136.93 $123 - $136
1 Added 0.1%
967 $132,000
Q4 2023

Feb 27, 2024
SELL
$106.56 - $127.53 $959 - $1,147
-9 Reduced 0.92%
966 $122,000
Q3 2023

Nov 15, 2023
SELL
$110.74 - $119.2 $34,440 - $37,071
-311 Reduced 24.18%
975 $109,000
Q2 2023

Jul 26, 2023
SELL
$103.67 - $114.06 $103 - $114
-1 Reduced 0.08%
1,286 $146,000
Q1 2023

Apr 24, 2023
BUY
$103.33 - $115.07 $206 - $230
2 Added 0.16%
1,287 $139,000
Q4 2022

Feb 14, 2023
SELL
$97.37 - $112.0 $99,414 - $114,352
-1,021 Reduced 44.28%
1,285 $134,000
Q3 2022

Nov 02, 2022
SELL
$94.89 - $113.18 $94 - $113
-1 Reduced 0.04%
2,306 $220,000
Q2 2022

Aug 12, 2022
BUY
$95.56 - $116.93 $34,497 - $42,211
361 Added 18.55%
2,307 $226,000
Q1 2022

May 27, 2022
SELL
$109.39 - $126.65 $709,284 - $821,198
-6,484 Reduced 76.92%
1,946 $226,000
Q4 2021

May 17, 2022
BUY
$116.74 - $129.73 $984,118 - $1.09 Million
8,430 New
8,430 $1.06 Million

Others Institutions Holding VFQY

# of Institutions
93
Shares Held
1.25M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

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