Visionary Wealth Advisors Vanguard Wellington Fd U S Val Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Visionary Wealth Advisors holds 10,908 shares of VFVA stock, worth $1.29 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,908

Previous 11,762 7.26%

Holding current value

$1.29 Million

Previous $1.39 Million 10.7%

% of portfolio

0.08%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$111.86 - $124.32 $95,528 - $106,169	-854 Reduced 7.26%	10,908 $1.24 Million
Q4 2024 Feb 13, 2025	BUY	$117.34 - $130.02 $6,219 - $6,891	53 Added 0.45%	11,762 $1.39 Million
Q3 2024 Nov 12, 2024	SELL	$111.27 - $122.66 $144,428 - $159,212	-1,298 Reduced 9.98%	11,709 $1.41 Million
Q2 2024 Aug 13, 2024	SELL	$110.79 - $118.48 $47,750 - $51,064	-431 Reduced 3.21%	13,007 $1.47 Million
Q1 2024 May 15, 2024	SELL	$108.27 - $119.34 $143,782 - $158,483	-1,328 Reduced 8.99%	13,438 $1.6 Million
Q4 2023 Feb 14, 2024	SELL	$93.68 - $113.63 $238,040 - $288,733	-2,541 Reduced 14.68%	14,766 $1.66 Million
Q3 2023 Nov 13, 2023	SELL	$98.19 - $107.17 $87,781 - $95,809	-894 Reduced 4.91%	17,307 $1.73 Million
Q2 2023 Aug 11, 2023	BUY	$90.85 - $99.93 $19,896 - $21,884	219 Added 1.22%	18,201 $1.81 Million
Q1 2023 May 15, 2023	BUY	$92.21 - $110.28 $37,898 - $45,325	411 Added 2.34%	17,982 $1.74 Million
Q4 2022 Feb 13, 2023	BUY	$89.74 - $105.14 $36,344 - $42,581	405 Added 2.36%	17,571 $1.73 Million
Q3 2022 Nov 14, 2022	BUY	$86.7 - $105.31 $121,206 - $147,223	1,398 Added 8.87%	17,166 $1.49 Million
Q2 2022 Aug 12, 2022	BUY	$91.07 - $108.95 $732,202 - $875,958	8,040 Added 104.04%	15,768 $1.44 Million
Q1 2022 May 12, 2022	BUY	$101.78 - $109.95 $136,894 - $147,882	1,345 Added 21.07%	7,728 $825,000
Q4 2021 Feb 14, 2022	BUY	$98.41 - $107.31 $36,805 - $40,133	374 Added 6.22%	6,383 $671,000
Q3 2021 Nov 12, 2021	BUY	$93.63 - $101.52 $120,033 - $130,148	1,282 Added 27.12%	6,009 $594,000
Q2 2021 Aug 13, 2021	BUY	$94.91 - $103.91 $159,353 - $174,464	1,679 Added 55.09%	4,727 $472,000
Q1 2021 May 18, 2021	BUY	$77.27 - $97.16 $235,518 - $296,143	3,048 New	3,048 $288,000

Others Institutions Holding VFVA

# of Institutions

103

Shares Held

2.59M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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Visionary Wealth Advisors Vanguard Wellington Fd U S Val Transaction History