Leonard Rickey Investment Advisors P.L.L.C. Vanguard Wellington Fd Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $433 Million
  • Q3 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 1,789 shares of VFMV stock, worth $218,293. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,789
Previous 1,901 5.89%
Holding current value
$218,293
Previous $216,000 0.46%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2024
SELL
$113.29 - $121.87 $12,688 - $13,649
-112 Reduced 5.89%
1,789 $217,000
Q2 2024

Jul 24, 2024
SELL
$107.0 - $114.78 $11,235 - $12,051
-105 Reduced 5.23%
1,901 $216,000
Q1 2024

Apr 18, 2024
SELL
$103.53 - $111.89 $10,870 - $11,748
-105 Reduced 4.97%
2,006 $224,000
Q4 2023

Jan 23, 2024
SELL
$94.55 - $105.02 $9,171 - $10,186
-97 Reduced 4.39%
2,111 $220,000
Q3 2023

Oct 17, 2023
BUY
$96.17 - $101.92 $212,343 - $225,039
2,208 New
2,208 $212,000

Others Institutions Holding VFMV

# of Institutions
44
Shares Held
627K
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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