Pathstone Family Office, LLC Vanguard Wellington Fd Transaction History

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023

A detailed history of Pathstone Family Office, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Pathstone Family Office, LLC holds 14,500 shares of VFMV stock, worth $1.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,500
Previous 14,500 -0.0%
Holding current value
$1.8 Million
Previous $1.45 Million 3.6%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$96.61 - $100.48 $222,589 - $231,505
-2,304 Reduced 13.71%
14,500 $1.45 Million
Q4 2022

Oct 23, 2023
BUY
$89.6 - $102.86 $206,438 - $236,989
2,304 Added 15.89%
16,804 $1.65 Million
Q4 2022

Feb 13, 2023
BUY
$89.6 - $102.86 $1.51 Million - $1.73 Million
16,804 New
16,804 $1.65 Million

Others Institutions Holding VFMV

# of Institutions
44
Shares Held
623K
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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