Long Island Wealth Management, Inc. Vanguard Wellington Fd U S Val Transaction History

Long Island Wealth Management, Inc.

  • $160 Billion
  • Q4 2024

A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 7,120 shares of VFVA stock, worth $735,353. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,120
Previous 6,897 3.23%
Holding current value
$735,353
Previous $831 Million 1.37%
% of portfolio
0.53%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$117.34 - $130.02 $26,166 - $28,994
223 Added 3.23%
7,120 $843 Million
Q3 2024

Nov 12, 2024
BUY
$111.27 - $122.66 $2,559 - $2,821
23 Added 0.33%
6,897 $831 Million
Q2 2024

Aug 15, 2024
SELL
$110.79 - $118.48 $110 - $118
-1 Reduced 0.01%
6,874 $777 Million
Q1 2024

May 13, 2024
BUY
$108.27 - $119.34 $1,190 - $1,312
11 Added 0.16%
6,875 $820 Million
Q4 2023

Feb 14, 2024
BUY
$93.68 - $113.63 $643,019 - $779,956
6,864 New
6,864 $773 Million

Others Institutions Holding VFVA

# of Institutions
101
Shares Held
2.46M
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
Track This Portfolio

Track Long Island Wealth Management, Inc. Portfolio

Follow Long Island Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Long Island Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email