A detailed history of Trustcore Financial Services, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 274 shares of VFMV stock, worth $31,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares
274
Previous 274 -0.0%
Holding current value
$31,140
Previous $24,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 02, 2021

SELL
N/A
-1,095 Reduced 79.99%
274 $27,000
Q1 2021

Apr 30, 2021

SELL
N/A
-3,850 Reduced 73.77%
1,369 $128,000
Q4 2020

Feb 04, 2021

SELL
N/A
-5,482 Reduced 51.23%
5,219 $467,000
Q3 2020

Nov 02, 2020

SELL
N/A
-3,259 Reduced 23.35%
10,701 $882,000
Q2 2020

Jul 29, 2020

SELL
N/A
-1 Reduced 0.01%
13,960 $1.1 Million
Q1 2020

May 07, 2020

BUY
N/A
4,099 Added 41.56%
13,961 $1 Million
Q4 2019

Jan 30, 2020

BUY
N/A
1,576 Added 19.02%
9,862 $906,000
Q3 2019

Oct 30, 2019

BUY
N/A
8,286 New
8,286 $740,000

Others Institutions Holding VFMV

About VANGUARD WELLINGTON FD


  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
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