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

Smart Money Group LLC

$254 Million
Q4 2024

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 32,720 shares of VFVA stock, worth $3.9 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

32,720

Previous 32,701 0.06%

Holding current value

$3.9 Million

Previous $3.94 Million 1.73%

% of portfolio

1.52%

Previous 1.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

2.47M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

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