Visionary Wealth Advisors Vanguard Wellington Fd U S Val Transaction History

Visionary Wealth Advisors

  • $1.44 Billion
  • Q1 2024

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 13,438 shares of VFVA stock, worth $1.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,438
Previous 14,766 8.99%
Holding current value
$1.5 Million
Previous $1.66 Million 3.61%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$96.61 - $105.14 $39,127 - $42,581
405 Added 2.36%
17,571 $1.73 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,398 Added 8.87%
17,166 $1.49 Million
Q2 2022

Aug 12, 2022
BUY
N/A
8,040 Added 104.04%
15,768 $1.44 Million
Q1 2022

May 12, 2022
BUY
N/A
1,345 Added 21.07%
7,728 $825,000
Q4 2021

Feb 14, 2022
BUY
N/A
374 Added 6.22%
6,383 $671,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,282 Added 27.12%
6,009 $594,000
Q2 2021

Aug 13, 2021
BUY
N/A
1,679 Added 55.09%
4,727 $472,000
Q1 2021

May 18, 2021
BUY
N/A
3,048 New
3,048 $288,000

Others Institutions Holding VFVA

# of Institutions
90
Shares Held
2.51M
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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