Glass Jacobson Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 184 shares of VFVA stock, worth $23,287. This represents 0.01% of its overall portfolio holdings.

Number of Shares
184
Previous 168 9.52%
Holding current value
$23,287
Previous $19.9 Million 18.26%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$116.21 - $129.7 $1,859 - $2,075
16 Added 9.52%
184 $23.5 Million
Q2 2025

Jul 31, 2025
BUY
$97.51 - $118.42 $877 - $1,065
9 Added 5.66%
168 $19.9 Million
Q4 2024

Feb 13, 2025
BUY
$117.34 - $130.02 $117 - $130
1 Added 0.63%
159 $18.9 Million
Q3 2024

Nov 15, 2024
SELL
$111.27 - $122.66 $2,336 - $2,575
-21 Reduced 11.73%
158 $19.1 Million
Q1 2024

Apr 26, 2024
BUY
$108.27 - $119.34 $108 - $119
1 Added 0.56%
179 $21.4 Million
Q4 2023

Jan 22, 2024
BUY
$93.68 - $113.63 $16,675 - $20,226
178 New
178 $20.1 Million

Others Institutions Holding VFVA

# of Institutions
105
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
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More about VFVA
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