Smart Money Group LLC Vanguard Wellington Fd U S Val Transaction History

Smart Money Group LLC

  • $106 Million
  • Q1 2025

A detailed history of Smart Money Group LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Smart Money Group LLC holds 2,932 shares of VFVA stock, worth $358,847. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,932
Previous 2,970 1.28%
Holding current value
$358,847
Previous $338,000 1.18%
% of portfolio
0.32%
Previous 0.32%

Shares

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

May 12, 2025
SELL
$111.86 - $124.32 $4,250 - $4,724
-38 Reduced 1.28%
2,932 $334,000
Q1 2025

Apr 28, 2025
SELL
$111.86 - $124.32 $3.33 Million - $3.7 Million
-29,750 Reduced 90.92%
2,970 $338,000
Q4 2024

Jan 16, 2025
BUY
$117.34 - $130.02 $2,229 - $2,470
19 Added 0.06%
32,720 $3.87 Million
Q3 2024

Nov 05, 2024
SELL
$111.27 - $122.66 $64,759 - $71,388
-582 Reduced 1.75%
32,701 $3.94 Million
Q2 2024

Aug 12, 2024
BUY
$110.79 - $118.48 $9,860 - $10,544
89 Added 0.27%
33,283 $3.76 Million
Q1 2024

May 02, 2024
SELL
$108.27 - $119.34 $106,212 - $117,072
-981 Reduced 2.87%
33,194 $3.96 Million
Q4 2023

Feb 06, 2024
SELL
$93.68 - $113.63 $113,071 - $137,151
-1,207 Reduced 3.41%
34,175 $3.85 Million
Q3 2023

Nov 13, 2023
SELL
$98.19 - $107.17 $241,252 - $263,316
-2,457 Reduced 6.49%
35,382 $3.54 Million
Q2 2023

Jul 25, 2023
SELL
$90.85 - $99.93 $10.9 Million - $12 Million
-120,299 Reduced 76.07%
37,839 $3.77 Million
Q1 2023

May 08, 2023
SELL
$92.21 - $110.28 $6.66 Million - $7.96 Million
-72,201 Reduced 31.35%
158,138 $15.3 Million
Q4 2022

Jan 24, 2023
BUY
$89.74 - $105.14 $20.7 Million - $24.2 Million
230,339 New
230,339 $22.7 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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