Sequoia Financial Advisors, LLC Vanguard Wellington Fd U S Val Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 89,478 shares of VFVA stock, worth $11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
89,478
Previous 83,967 6.56%
Holding current value
$11 Million
Previous $9.94 Million 2.62%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$111.86 - $124.32 $616,460 - $685,127
5,511 Added 6.56%
89,478 $10.2 Million
Q4 2024

Feb 07, 2025
BUY
$117.34 - $130.02 $9.85 Million - $10.9 Million
83,967 New
83,967 $9.94 Million

Others Institutions Holding VFVA

# of Institutions
104
Shares Held
2.6M
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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