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

Financial Partners Group, Inc

$621 Million
Q1 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 5,279 shares of VFVA stock, worth $594,468. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,279

Previous 5,232 0.9%

Holding current value

$594,468

Previous $589,000 6.79%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$96.61 - $105.14 $46,276 - $50,362	479 Added 10.02%	5,258 $518,000
Q3 2022 Nov 14, 2022	SELL	N/A	-640 Reduced 11.81%	4,779 $415,000

Q2 2022 Aug 12, 2022	BUY	N/A	5,419 New	5,419 $495,000

Others Institutions Holding VFVA

# of Institutions

Shares Held

2.51M

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