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

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

$471 Million
Q1 2025

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 1,747 shares of VFMV stock, worth $211,002. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,747

Previous 1,746 0.06%

Holding current value

$211,002

Previous $210,000 4.29%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$119.38 - $128.27 $119 - $128	1 Added 0.06%	1,747 $219,000
Q4 2024 Jan 16, 2025	SELL	$120.0 - $127.93 $5,160 - $5,500	-43 Reduced 2.4%	1,746 $210,000
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

Shares Held

954K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

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