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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 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 29,964 shares of VFVA stock, worth $3.81 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

29,964

Holding current value

$3.81 Million

% of portfolio

0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$116.21 - $129.7 $3.48 Million - $3.89 Million	29,964 New	29,964 $3.82 Million
Q2 2025 Jul 25, 2025	SELL	$97.51 - $118.42 $5.62 Million - $6.83 Million	-57,680 Reduced 64.46%	31,798 $3.76 Million
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 Aug 08, 2025	BUY	$117.34 - $130.02 $6.12 Million - $6.78 Million	52,169 Added 164.06%	83,967 $9.94 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

105

Shares Held

2.72M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S VAL

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