Western Pacific Wealth Management, LP Vanguard Wellington Fd U S Val Transaction History

Western Pacific Wealth Management, LP

  • $149 Million
  • Q3 2024

A detailed history of Western Pacific Wealth Management, LP transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 1,065 shares of VFVA stock, worth $126,138. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,065
Holding current value
$126,138
% of portfolio
0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$111.27 - $122.66 $118,502 - $130,632
1,065 New
1,065 $128,000
Q1 2022

Apr 21, 2022
SELL
$101.78 - $109.95 $232,567 - $251,235
-2,285 Reduced 85.1%
400 $42,000
Q4 2021

Feb 14, 2022
BUY
$98.41 - $107.31 $264,230 - $288,127
2,685 New
2,685 $282,000

Others Institutions Holding VFVA

# of Institutions
89
Shares Held
2.31M
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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