Lebenthal Global Advisors, LLC Vanguard Wellington Fd U S Val Transaction History

Lebenthal Global Advisors, LLC

  • $523 Million
  • Q2 2025

A detailed history of Lebenthal Global Advisors, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 29,120 shares of VFVA stock, worth $3.7 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
29,120
Previous 29,178 0.2%
Holding current value
$3.7 Million
Previous $3.33 Million 3.55%
% of portfolio
0.66%
Previous 0.63%

Shares

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

Aug 14, 2025
SELL
$97.51 - $118.42 $5,655 - $6,868
-58 Reduced 0.2%
29,120 $3.44 Million
Q1 2025

May 14, 2025
BUY
$111.86 - $124.32 $377,303 - $419,331
3,373 Added 13.07%
29,178 $3.33 Million
Q4 2024

Jan 22, 2025
BUY
$117.34 - $130.02 $3.03 Million - $3.36 Million
25,805 New
25,805 $3.05 Million

Others Institutions Holding VFVA

# of Institutions
102
Shares Held
2.18M
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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