Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd Transaction History

Glass Jacobson Investment Advisors LLC

  • $302 Billion
  • Q3 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 1,649 shares of VFMV stock, worth $206,998. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,649
Previous 1,468 12.33%
Holding current value
$206,998
Previous $167 Million 20.19%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 15, 2024
BUY
$113.29 - $121.87 $20,505 - $22,058
181 Added 12.33%
1,649 $201 Million
Q2 2024

Aug 12, 2024
BUY
$107.0 - $114.78 $85,600 - $91,824
800 Added 119.76%
1,468 $167 Million
Q1 2024

Apr 26, 2024
SELL
$103.53 - $111.89 $74,438 - $80,448
-719 Reduced 51.84%
668 $74.8 Million
Q4 2023

Jan 22, 2024
BUY
$94.55 - $105.02 $114,878 - $127,599
1,215 Added 706.4%
1,387 $145 Million
Q3 2023

Nov 07, 2023
BUY
$96.17 - $101.92 $3,462 - $3,669
36 Added 26.47%
172 $16.6 Million
Q2 2023

Jul 25, 2023
BUY
$96.61 - $100.48 $13,138 - $13,665
136 New
136 $13.5 Million

Others Institutions Holding VFMV

# of Institutions
45
Shares Held
628K
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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