Motive Wealth Advisors Vanguard Wellington Fd U S Val Transaction History

Motive Wealth Advisors

  • $228 Million
  • Q4 2025

A detailed history of Motive Wealth Advisors transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Motive Wealth Advisors holds 1,942 shares of VFVA stock, worth $245,779. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,942
Previous 2,200 11.73%
Holding current value
$245,779
Previous $280,000 12.5%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$122.89 - $129.42 $31,705 - $33,390
-258 Reduced 11.73%
1,942 $245,000
Q1 2024

May 06, 2024
BUY
$108.27 - $119.34 $238,194 - $262,548
2,200 New
2,200 $262,000

Others Institutions Holding VFVA

# of Institutions
103
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
Track This Portfolio

Track Motive Wealth Advisors Portfolio

Follow Motive Wealth Advisors 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 Motive Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Motive Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email