Keystone Financial Group Vanguard Wellington Fd Transaction History

Keystone Financial Group

$1.21 Billion
Q3 2025

A detailed history of Keystone Financial Group transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Keystone Financial Group holds 8,867 shares of VFMV stock, worth $1.15 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,867

Previous 9,139 2.98%

Holding current value

$1.15 Million

Previous $1.2 Million 3.0%

% of portfolio

0.1%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$126.35 - $131.95 $34,367 - $35,890	-272 Reduced 2.98%	8,867 $1.16 Million
Q2 2025 Aug 13, 2025	BUY	$114.53 - $128.23 $14,888 - $16,669	130 Added 1.44%	9,139 $1.17 Million
Q1 2025 May 13, 2025	BUY	$119.38 - $128.27 $8,953 - $9,620	75 Added 0.84%	9,009 $1.14 Million
Q4 2024 Feb 13, 2025	BUY	$120.0 - $127.93 $1.07 Million - $1.14 Million	8,934 New	8,934 $1.08 Million
Q3 2024 Feb 19, 2025	BUY	$113.29 - $121.87 $6,230 - $6,702	55 Added 0.62%	8,989 $1.09 Million

Q3 2024 Feb 18, 2025	BUY	$113.29 - $121.87 $3.13 Million - $3.36 Million	27,606 Added 309.0%	36,540 $4.44 Million
Q1 2024 May 08, 2024	BUY	$103.53 - $111.89 $35,717 - $38,602	345 Added 4.76%	7,598 $850,000
Q4 2023 Feb 09, 2024	BUY	$94.55 - $105.02 $75,640 - $84,016	800 Added 12.4%	7,253 $758,000
Q3 2023 Nov 06, 2023	BUY	$96.17 - $101.92 $207,054 - $219,433	2,153 Added 50.07%	6,453 $620,000
Q2 2023 Aug 07, 2023	SELL	$96.61 - $100.48 $53,135 - $55,264	-550 Reduced 11.34%	4,300 $429,000
Q4 2022 Feb 07, 2023	BUY	$89.6 - $102.86 $434,560 - $498,871	4,850 New	4,850 $477,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Account

Keystone Financial Group Vanguard Wellington Fd Transaction History