Keystone Financial Group Vanguard Wellington Fd Transaction History

Keystone Financial Group

$973 Million
Q4 2024

A detailed history of Keystone Financial Group transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Keystone Financial Group holds 8,934 shares of VFMV stock, worth $1.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,934

Holding current value

$1.12 Million

% of portfolio

0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$120.0 - $127.93 $1.07 Million - $1.14 Million	8,934 New	8,934 $1.08 Million
Q3 2024 Feb 19, 2025	BUY	$113.29 - $121.87 $6,230 - $6,702	55 Added 0.62%	8,989 $1.09 Million
Q3 2024 Feb 18, 2025	BUY	$113.29 - $121.87 $3.13 Million - $3.36 Million	27,606 Added 309.0%	36,540 $4.44 Million
Q1 2024 May 08, 2024	BUY	$103.53 - $111.89 $35,717 - $38,602	345 Added 4.76%	7,598 $850,000
Q4 2023 Feb 09, 2024	BUY	$94.55 - $105.02 $75,640 - $84,016	800 Added 12.4%	7,253 $758,000
Q3 2023 Nov 06, 2023	BUY	$96.17 - $101.92 $207,054 - $219,433	2,153 Added 50.07%	6,453 $620,000
Q2 2023 Aug 07, 2023	SELL	$96.61 - $100.48 $53,135 - $55,264	-550 Reduced 11.34%	4,300 $429,000
Q4 2022 Feb 07, 2023	BUY	$89.6 - $102.86 $434,560 - $498,871	4,850 New	4,850 $477,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

753K

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Keystone Financial Group Vanguard Wellington Fd Transaction History