Creative Planning Vanguard Wellington Fd U S Qua Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Creative Planning holds 1,748 shares of VFQY stock, worth $256,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,748
Previous 1,531 14.17%
Holding current value
$256,256
Previous $205,000 21.46%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$130.03 - $143.03 $28,216 - $31,037
217 Added 14.17%
1,748 $249,000
Q2 2024

Aug 15, 2024
SELL
$128.05 - $136.02 $23,177 - $24,619
-181 Reduced 10.57%
1,531 $205,000
Q1 2024

May 10, 2024
BUY
$123.23 - $136.93 $6,161 - $6,846
50 Added 3.01%
1,712 $234,000
Q4 2023

Feb 14, 2024
BUY
$106.56 - $127.53 $177,102 - $211,954
1,662 New
1,662 $210,000

Others Institutions Holding VFQY

# of Institutions
84
Shares Held
1.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

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