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 $786,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,415
Previous 3,690 73.85%
Holding current value
$786,286
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
89
Shares Held
2.34M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email