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 $1.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,500
Previous 14,500 -0.0%
Holding current value
$1.77 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
38
Shares Held
573K
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
Track This Portfolio

Track Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email