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

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

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 2,944 shares of VFVA stock, worth $360,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,944

Previous 3,693 20.28%

Holding current value

$360,316

Previous $419,000 16.95%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$97.51 - $118.42 $73,034 - $88,696	-749 Reduced 20.28%	2,944 $348,000
Q1 2025 Apr 16, 2025	BUY	$111.86 - $124.32 $111 - $124	1 Added 0.03%	3,693 $419,000
Q4 2024 Mar 17, 2025	SELL	$117.34 - $130.02 $319,516 - $354,044	-2,723 Reduced 42.45%	3,692 $437,000
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

104

Shares Held

2.6M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

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