Pensionmark Financial Group, LLC Vanguard Wellington Fd U S Val Transaction History

Pensionmark Financial Group, LLC

  • $18.2 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,822 shares of VFVA stock, worth $226,893. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,822
Previous 1,822 -0.0%
Holding current value
$226,893
Previous $206,000 6.31%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$110.79 - $118.48 $298,468 - $319,185
-2,694 Reduced 59.65%
1,822 $206,000
Q1 2024

May 15, 2024
BUY
$108.27 - $119.34 $40,709 - $44,871
376 Added 9.08%
4,516 $538,000
Q4 2023

Feb 14, 2024
BUY
$93.68 - $113.63 $387,835 - $470,428
4,140 New
4,140 $466,000

Others Institutions Holding VFVA

# of Institutions
89
Shares Held
2.31M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

VFVA Quotes by TradingView
  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
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