Wealth Enhancement Advisory Services, LLC Vanguard Wellington Fd U S Val Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,415 shares of VFVA stock, worth $743,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,415
Previous 3,690 73.85%
Holding current value
$743,177
Previous $444,000 70.95%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$117.34 - $130.02 $319,751 - $354,304
2,725 Added 73.85%
6,415 $759,000
Q3 2024

Oct 23, 2024
SELL
$111.27 - $122.66 $190,271 - $209,748
-1,710 Reduced 31.67%
3,690 $444,000
Q1 2024

Apr 15, 2024
BUY
$108.27 - $119.34 $81,202 - $89,505
750 Added 16.13%
5,400 $644,000
Q4 2023

Jan 30, 2024
SELL
$93.68 - $113.63 $2,716 - $3,295
-29 Reduced 0.62%
4,650 $523,000
Q3 2023

Nov 13, 2023
BUY
$98.19 - $107.17 $459,431 - $501,448
4,679 New
4,679 $468,000

Others Institutions Holding VFVA

# of Institutions
99
Shares Held
2.47M
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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