Partners In Financial Planning Vanguard Wellington Fd Us Mult Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Partners In Financial Planning holds 20,619 shares of VFMF stock, worth $2.55 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

20,619

Previous 20,903 1.36%

Holding current value

$2.55 Million

Previous $2.73 Billion 4.58%

% of portfolio

0.52%

Previous 0.56%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$122.86 - $137.9 $34,892 - $39,163	-284 Reduced 1.36%	20,619 $2.6 Billion
Q4 2024 Feb 12, 2025	BUY	$128.97 - $141.41 $2.7 Million - $2.96 Million	20,903 New	20,903 $2.73 Billion
Q3 2024 Feb 26, 2025	SELL	$119.93 - $131.26 $14,391 - $15,751	-120 Reduced 0.57%	21,096 $2.75 Billion
Q2 2024 Feb 26, 2025	BUY	$118.86 - $126.62 $20,206 - $21,525	170 Added 0.81%	21,216 $2.6 Billion
Q1 2024 Feb 26, 2025	SELL	$112.07 - $126.89 $220,441 - $249,592	-1,967 Reduced 8.55%	21,046 $2.67 Billion
Q4 2023 Feb 26, 2025	SELL	$97.57 - $116.14 $40,003 - $47,617	-410 Reduced 1.75%	23,013 $2.64 Billion
Q3 2023 Mar 04, 2025	BUY	$101.85 - $108.9 $251,060 - $268,438	2,465 Added 11.79%	23,368 $2.41 Billion
Q2 2023 Feb 26, 2025	SELL	$94.37 - $103.91 $58,698 - $64,632	-622 Reduced 2.59%	23,423 $2.43 Billion
Q1 2023 Feb 26, 2025	BUY	$94.65 - $105.82 $297,390 - $332,486	3,142 Added 15.03%	24,045 $2.38 Billion
Q4 2022 May 05, 2025	SELL	$90.56 - $104.98 $14,399 - $16,691	-159 Reduced 0.65%	24,270 $2.37 Billion
Q3 2022 May 05, 2025	BUY	$87.1 - $102.07 $958 - $1,122	11 Added 0.05%	24,429 $2.5 Billion
Q2 2022 May 05, 2025	BUY	$89.23 - $105.54 $1,249 - $1,477	14 Added 0.06%	24,418 $2.39 Billion
Q1 2022 May 05, 2025	BUY	$99.15 - $109.02 $2,082 - $2,289	21 Added 0.09%	24,404 $2.45 Billion
Q4 2021 May 05, 2025	BUY	$100.52 - $109.96 $378,357 - $413,889	3,764 Added 18.26%	24,383 $2.52 Billion
Q3 2021 May 05, 2025	SELL	$95.23 - $103.78 $21,236 - $23,142	-223 Reduced 0.85%	25,897 $2.58 Billion
Q2 2021 May 05, 2025	BUY	$96.9 - $103.49 $533,046 - $569,298	5,501 Added 26.68%	26,120 $2.64 Billion

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.3M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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Partners In Financial Planning Vanguard Wellington Fd Us Mult Transaction History