Capital Advisors Wealth Management, LLC Vanguard Wellington Fd U S Val Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 41,942 shares of VFVA stock, worth $5.31 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
41,942
Previous 41,562 0.91%
Holding current value
$5.31 Million
Previous $5.3 Million 0.15%
% of portfolio
0.77%
Previous 0.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$122.89 - $129.42 $46,698 - $49,179
380 Added 0.91%
41,942 $5.31 Million
Q3 2025

Oct 15, 2025
BUY
$116.21 - $129.7 $4.83 Million - $5.39 Million
41,562 New
41,562 $5.3 Million

Others Institutions Holding VFVA

# of Institutions
103
Shares Held
3.12M
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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