Joel Isaacson & Co., LLC Vanguard Wellington Fd U S Val Transaction History

Joel Isaacson & Co., LLC

  • $1.82 Billion
  • Q1 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 1,777 shares of VFVA stock, worth $197,815. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,777
Previous 2,027 12.33%
Holding current value
$197,815
Previous $228,000 7.02%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$108.27 - $119.34 $27,067 - $29,835
-250 Reduced 12.33%
1,777 $212,000
Q4 2023

Jan 24, 2024
BUY
$93.68 - $113.63 $189,889 - $230,328
2,027 New
2,027 $228,000

Others Institutions Holding VFVA

# of Institutions
91
Shares Held
2.52M
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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