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 $357,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,944

Previous 3,693 20.28%

Holding current value

$357,960

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

101

Shares Held

2.53M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
Sector ETFs
Industry ETFs

More about VFVA

Track This Portfolio

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.

Account

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