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

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

  • $387 Million
  • Q1 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 2,006 shares of VFMV stock, worth $228,082. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,006
Previous 2,111 4.97%
Holding current value
$228,082
Previous $220,000 1.82%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
42
Shares Held
558K
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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