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

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 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 2,542 shares of VFMF stock, worth $330,027. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,542
Previous 1,973 28.84%
Holding current value
$330,027
Previous $257,000 24.9%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
73
Shares Held
1.32M
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
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