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

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

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 21,623 shares of VFMF stock, worth $2.97 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

21,623

Previous 21,773 0.69%

Holding current value

$2.97 Million

Previous $2.84 Million 0.53%

% of portfolio

0.59%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.1M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Account

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