Parkside Financial Bank & Trust Vanguard Wellington Fd Transaction History

Parkside Financial Bank & Trust

$772 Million
Q1 2025

A detailed history of Parkside Financial Bank & Trust transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Parkside Financial Bank & Trust holds 2,037 shares of VFMV stock, worth $261,408. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,037

Previous 3,134 35.0%

Holding current value

$261,408

Previous $377,000 31.56%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$119.38 - $128.27 $130,959 - $140,712	-1,097 Reduced 35.0%	2,037 $258,000
Q4 2024 Feb 05, 2025	BUY	$120.0 - $127.93 $109,680 - $116,928	914 Added 41.17%	3,134 $377,000
Q2 2024 Aug 05, 2024	BUY	$107.0 - $114.78 $9,416 - $10,100	88 Added 4.13%	2,220 $252,000
Q2 2023 Aug 15, 2023	BUY	$96.61 - $100.48 $26,277 - $27,330	272 Added 14.62%	2,132 $212,000
Q1 2023 May 04, 2023	BUY	$94.88 - $101.05 $30,741 - $32,740	324 Added 21.09%	1,860 $182,000
Q4 2022 Feb 13, 2023	BUY	$89.6 - $102.86 $13,888 - $15,943	155 Added 11.22%	1,536 $151,000
Q3 2022 Nov 01, 2022	BUY	$89.16 - $103.52 $62,768 - $72,878	704 Added 103.99%	1,381 $123,000
Q2 2022 Jul 13, 2022	BUY	$92.1 - $105.32 $42,550 - $48,657	462 Added 214.88%	677 $65,000
Q4 2018 Jan 31, 2019	BUY	N/A	215 New	215 $16,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.2M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Industry ETFs

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Parkside Financial Bank & Trust Vanguard Wellington Fd Transaction History