Keystone Financial Group Vanguard Wellington Fd U S Val Transaction History

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025

A detailed history of Keystone Financial Group transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Keystone Financial Group holds 7,959 shares of VFVA stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,959
Previous 7,854 1.34%
Holding current value
$1.01 Million
Previous $1 Million 1.4%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 17, 2025
BUY
$116.21 - $129.7 $12,202 - $13,618
105 Added 1.34%
7,959 $1.02 Million
Q2 2025

Aug 13, 2025
BUY
$97.51 - $118.42 $4,875 - $5,921
50 Added 0.64%
7,854 $929,000
Q1 2025

May 13, 2025
SELL
$111.86 - $124.32 $24,049 - $26,728
-215 Reduced 2.68%
7,804 $889,000
Q4 2024

Feb 13, 2025
BUY
$117.34 - $130.02 $940,949 - $1.04 Million
8,019 New
8,019 $949,000
Q3 2024

Feb 19, 2025
BUY
$111.27 - $122.66 $43,284 - $47,714
389 Added 4.85%
8,408 $1.01 Million
Q3 2024

Feb 18, 2025
SELL
$111.27 - $122.66 $100,699 - $111,007
-905 Reduced 11.29%
7,114 $857,000
Q1 2024

May 08, 2024
BUY
$108.27 - $119.34 $89,864 - $99,052
830 Added 11.28%
8,188 $977,000
Q4 2023

Feb 09, 2024
BUY
$93.68 - $113.63 $65,576 - $79,541
700 Added 10.51%
7,358 $829,000
Q3 2023

Nov 06, 2023
BUY
$98.19 - $107.17 $28,573 - $31,186
291 Added 4.57%
6,658 $666,000
Q2 2023

Aug 07, 2023
BUY
$90.85 - $99.93 $187,241 - $205,955
2,061 Added 47.86%
6,367 $634,000
Q4 2022

Feb 07, 2023
BUY
$89.74 - $105.14 $4,487 - $5,257
50 Added 1.17%
4,306 $424,000
Q3 2022

Nov 10, 2022
BUY
$86.7 - $105.31 $98,057 - $119,105
1,131 Added 36.19%
4,256 $370,000
Q2 2022

Aug 05, 2022
BUY
$91.07 - $108.95 $284,593 - $340,468
3,125 New
3,125 $285,000

Others Institutions Holding VFVA

# of Institutions
103
Shares Held
3.09M
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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