Integrated Wealth Concepts LLC Vanguard Wellington Fd U S Val Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,981 shares of VFVA stock, worth $250,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,981
Holding current value
$250,715
% of portfolio
0.0%

Shares

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

Nov 14, 2025
BUY
$116.21 - $129.7 $230,212 - $256,935
1,981 New
1,981 $252,000
Q3 2023

Nov 15, 2023
BUY
$98.19 - $107.17 $452,754 - $494,160
4,611 New
4,611 $461,000

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
  • Industry ETFs
More about VFVA
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