Essex Financial Services, Inc. Vanguard Wellington Fd U S Val Transaction History

Essex Financial Services, Inc.

  • $1.43 Billion
  • Q2 2025

A detailed history of Essex Financial Services, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Essex Financial Services, Inc. holds 4,037 shares of VFVA stock, worth $494,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,037
Previous 3,398 18.81%
Holding current value
$494,088
Previous $387,000 23.26%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$97.51 - $118.42 $62,308 - $75,670
639 Added 18.81%
4,037 $477,000
Q1 2025

Apr 25, 2025
BUY
$111.86 - $124.32 $137,587 - $152,913
1,230 Added 56.73%
3,398 $387,000
Q4 2024

Jan 29, 2025
BUY
$117.34 - $130.02 $55,736 - $61,759
475 Added 28.06%
2,168 $256,000
Q3 2024

Oct 24, 2024
BUY
$111.27 - $122.66 $188,380 - $207,663
1,693 New
1,693 $204,000

Others Institutions Holding VFVA

# of Institutions
103
Shares Held
2.6M
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
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