Financial Partners Group, Inc Vanguard Wellington Fd U S Val Transaction History

Financial Partners Group, Inc

$660 Million
Q3 2024

A detailed history of Financial Partners Group, Inc transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Financial Partners Group, Inc holds 5,229 shares of VFVA stock, worth $617,649. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,229

Previous 5,277 0.91%

Holding current value

$617,649

Previous $596,000 5.7%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$111.27 - $122.66 $5,340 - $5,887	-48 Reduced 0.91%	5,229 $630,000
Q2 2024 Jul 19, 2024	SELL	$110.79 - $118.48 $221 - $236	-2 Reduced 0.04%	5,277 $596,000
Q1 2024 May 07, 2024	BUY	$108.27 - $119.34 $5,088 - $5,608	47 Added 0.9%	5,279 $629,000
Q3 2023 Nov 13, 2023	SELL	$98.19 - $107.17 $687 - $750	-7 Reduced 0.13%	5,232 $523,000
Q2 2023 Aug 08, 2023	SELL	$90.85 - $99.93 $1,726 - $1,898	-19 Reduced 0.36%	5,239 $522,000
Q4 2022 Feb 14, 2023	BUY	$89.74 - $105.14 $42,985 - $50,362	479 Added 10.02%	5,258 $518,000
Q3 2022 Nov 14, 2022	SELL	$86.7 - $105.31 $55,488 - $67,398	-640 Reduced 11.81%	4,779 $415,000
Q2 2022 Aug 12, 2022	BUY	$91.07 - $108.95 $493,508 - $590,400	5,419 New	5,419 $495,000

Others Institutions Holding VFVA

# of Institutions

Shares Held

2.31M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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Financial Partners Group, Inc Vanguard Wellington Fd U S Val Transaction History