Kestra Private Wealth Services, LLC Vanguard Wellington Fd Us Mult Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 1,535 shares of VFMF stock, worth $217,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,535
Previous 2,542 39.61%
Holding current value
$217,049
Previous $321,000 35.83%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 07, 2025
SELL
$111.3 - $134.5 $112,079 - $135,441
-1,007 Reduced 39.61%
1,535 $206,000
Q1 2025

May 05, 2025
BUY
$122.86 - $137.9 $69,907 - $78,465
569 Added 28.84%
2,542 $321,000
Q4 2024

Jan 28, 2025
BUY
$128.97 - $141.41 $254,457 - $279,001
1,973 New
1,973 $257,000

Others Institutions Holding VFMF

# of Institutions
84
Shares Held
1.39M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email