Walkner Condon Financial Advisors LLC Vanguard Wellington Fd Us Mult Transaction History

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 21,201 shares of VFMF stock, worth $2.76 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
21,201
Previous 21,623 1.95%
Holding current value
$2.76 Million
Previous $2.82 Million 5.17%
% of portfolio
0.56%
Previous 0.59%

Shares

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

Apr 22, 2025
SELL
$122.86 - $137.9 $51,846 - $58,193
-422 Reduced 1.95%
21,201 $2.68 Million
Q4 2024

Jan 29, 2025
SELL
$128.97 - $141.41 $19,345 - $21,211
-150 Reduced 0.69%
21,623 $2.82 Million
Q3 2024

Oct 31, 2024
BUY
$119.93 - $131.26 $301,983 - $330,512
2,518 Added 13.08%
21,773 $2.84 Million
Q2 2024

Jul 26, 2024
BUY
$118.86 - $126.62 $536,415 - $571,436
4,513 Added 30.61%
19,255 $2.36 Million
Q1 2024

Apr 22, 2024
BUY
$112.07 - $126.89 $379,020 - $429,141
3,382 Added 29.77%
14,742 $1.87 Million
Q4 2023

Jan 23, 2024
BUY
$97.57 - $116.14 $514,193 - $612,057
5,270 Added 86.54%
11,360 $1.3 Million
Q3 2023

Oct 19, 2023
BUY
$101.85 - $108.9 $232,218 - $248,292
2,280 Added 59.84%
6,090 $628,000
Q2 2023

Jul 21, 2023
BUY
$94.37 - $103.91 $359,549 - $395,897
3,810 New
3,810 $395,000

Others Institutions Holding VFMF

# of Institutions
73
Shares Held
1.32M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
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