Long Island Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History

Long Island Wealth Management, Inc.

  • $160 Billion
  • Q4 2024

A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 7,120 shares of VFVA stock, worth $853,474. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,120
Previous 6,897 3.23%
Holding current value
$853,474
Previous $831 Million 1.37%
% of portfolio
0.53%
Previous 0.55%

Shares

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

Feb 14, 2025
BUY
$117.34 - $130.02 $26,166 - $28,994
223 Added 3.23%
7,120 $843 Million
Q3 2024

Nov 12, 2024
BUY
$111.27 - $122.66 $2,559 - $2,821
23 Added 0.33%
6,897 $831 Million
Q2 2024

Aug 15, 2024
SELL
$110.79 - $118.48 $110 - $118
-1 Reduced 0.01%
6,874 $777 Million
Q1 2024

May 13, 2024
BUY
$108.27 - $119.34 $1,190 - $1,312
11 Added 0.16%
6,875 $820 Million
Q4 2023

Feb 14, 2024
BUY
$93.68 - $113.63 $643,019 - $779,956
6,864 New
6,864 $773 Million

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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