Chicago Partners Investment Group LLC Vanguard Wellington Fd U S Val Transaction History

Chicago Partners Investment Group LLC

  • $2.33 Billion
  • Q1 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 2,329 shares of VFVA stock, worth $259,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,329
Previous 2,317 0.52%
Holding current value
$259,147
Previous $261,000 6.13%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$108.27 - $119.34 $1,299 - $1,432
12 Added 0.52%
2,329 $277,000
Q4 2023

Feb 23, 2024
SELL
$93.68 - $113.63 $12,834 - $15,567
-137 Reduced 5.58%
2,317 $261,000
Q3 2023

Oct 26, 2023
BUY
$98.19 - $107.17 $240,958 - $262,995
2,454 New
2,454 $245,000

Others Institutions Holding VFVA

# of Institutions
90
Shares Held
2.51M
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 Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group 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 Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email