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

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 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 873 shares of VFQY stock, worth $124,096. This represents 0.01% of its overall portfolio holdings.

Number of Shares
873
Previous 871 0.23%
Holding current value
$124,096
Previous $116,000 6.9%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
83
Shares Held
1.11M
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
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email