Destiny Wealth Partners, LLC Vanguard Wellington Fd Transaction History

Destiny Wealth Partners, LLC

$547 Million
Q1 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 75,931 shares of VFMV stock, worth $8.63 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

75,931

Previous 86,762 12.48%

Holding current value

$8.63 Million

Previous $9.08 Million 6.42%

% of portfolio

1.55%

Previous 1.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	SELL	$103.53 - $111.89 $1.12 Million - $1.21 Million	-10,831 Reduced 12.48%	75,931 $8.5 Million
Q4 2023 Jan 19, 2024	BUY	$94.55 - $105.02 $538,651 - $598,298	5,697 Added 7.03%	86,762 $9.08 Million
Q3 2023 Oct 10, 2023	BUY	$96.17 - $101.92 $600,100 - $635,980	6,240 Added 8.34%	81,065 $7.8 Million
Q2 2023 Jul 26, 2023	SELL	$96.61 - $100.48 $618,883 - $643,674	-6,406 Reduced 7.89%	74,825 $7.47 Million
Q1 2023 Apr 26, 2023	BUY	$94.88 - $101.05 $637,308 - $678,752	6,717 Added 9.01%	81,231 $7.99 Million

Q4 2022 Jan 26, 2023	SELL	$96.67 - $102.86 $618,204 - $657,789	-6,395 Reduced 7.9%	74,514 $0
Q3 2022 Oct 25, 2022	SELL	N/A	-1,204 Reduced 1.47%	80,909 $7.21 Million
Q2 2022 Jul 15, 2022	BUY	N/A	81,921 Added 42667.19%	82,113 $7.91 Million
Q4 2021 Jan 20, 2022	BUY	N/A	192 New	192 $20,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

558K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Destiny Wealth Partners, LLC Vanguard Wellington Fd Transaction History