Pensionmark Financial Group, LLC Vanguard Wellington Fd Us Mult Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,924 shares of VFMF stock, worth $256,045. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,924
Previous 1,763 9.13%
Holding current value
$256,045
Previous $229,000 9.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 12, 2025
BUY
$128.97 - $141.41 $20,764 - $22,767
161 Added 9.13%
1,924 $251,000
Q3 2024

Nov 14, 2024
SELL
$119.93 - $131.26 $959 - $1,050
-8 Reduced 0.45%
1,763 $229,000
Q2 2024

Aug 14, 2024
BUY
$118.86 - $126.62 $6,537 - $6,964
55 Added 3.21%
1,771 $216,000
Q1 2024

May 15, 2024
BUY
$112.07 - $126.89 $192,312 - $217,743
1,716 New
1,716 $217,000

Others Institutions Holding VFMF

# of Institutions
70
Shares Held
1.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

VFMF Quotes by TradingView
  • Ticker VFMF
  • Sector ETFs
  • Industry ETFs
More about VFMF
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