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

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

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 1,585 shares of VFMF stock, worth $229,064. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,585

Previous 1,722 7.96%

Holding current value

$229,064

Previous $231,000 1.3%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$132.51 - $145.94 $18,153 - $19,993	-137 Reduced 7.96%	1,585 $228,000
Q2 2025 Aug 04, 2025	SELL	$111.3 - $134.5 $15,136 - $18,292	-136 Reduced 7.32%	1,722 $231,000
Q1 2025 Apr 29, 2025	SELL	$122.86 - $137.9 $8,108 - $9,101	-66 Reduced 3.43%	1,858 $234,000
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

Shares Held

1.57M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD US MULT

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