A detailed history of Leavell Investment Management, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 21,750 shares of VFVA stock, worth $2.79 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,750
Previous 5,250 314.29%
Holding current value
$2.79 Million
Previous $593,000 341.99%
% of portfolio
0.13%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$111.27 - $122.66 $1.84 Million - $2.02 Million
16,500 Added 314.29%
21,750 $2.62 Million
Q2 2024

Jul 17, 2024

BUY
$110.79 - $118.48 $581,647 - $622,020
5,250 New
5,250 $593,000

Others Institutions Holding VFVA

About VANGUARD WELLINGTON FD U S VAL


  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
Track This Portfolio

Track Leavell Investment Management, Inc. Portfolio

Follow Leavell Investment Management, Inc. 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 Leavell Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leavell Investment Management, Inc. with notifications on news.