Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 168 shares of VFVA stock, worth $21,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares
168
Previous 159 5.66%
Holding current value
$21,493
Previous $18.9 Million 5.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2025
BUY
$97.51 - $118.42 $877 - $1,065
9 Added 5.66%
168 $19.9 Million
Q4 2024

Feb 13, 2025
BUY
$117.34 - $130.02 $117 - $130
1 Added 0.63%
159 $18.9 Million
Q3 2024

Nov 15, 2024
SELL
$111.27 - $122.66 $2,336 - $2,575
-21 Reduced 11.73%
158 $19.1 Million
Q1 2024

Apr 26, 2024
BUY
$108.27 - $119.34 $108 - $119
1 Added 0.56%
179 $21.4 Million
Q4 2023

Jan 22, 2024
BUY
$93.68 - $113.63 $16,675 - $20,226
178 New
178 $20.1 Million

Others Institutions Holding VFVA

# of Institutions
99
Shares Held
2.15M
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
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email