Pensionmark Financial Group, LLC Vanguard Wellington Fd U S Val Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,780 shares of VFVA stock, worth $225,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,780
Previous 1,820 2.2%
Holding current value
$225,276
Previous $215,000 5.58%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 15, 2025
SELL
$116.21 - $129.7 $4,648 - $5,188
-40 Reduced 2.2%
1,780 $227,000
Q2 2025

Aug 04, 2025
SELL
$97.51 - $118.42 $195 - $236
-2 Reduced 0.11%
1,820 $215,000
Q2 2024

Aug 14, 2024
SELL
$110.79 - $118.48 $298,468 - $319,185
-2,694 Reduced 59.65%
1,822 $206,000
Q1 2024

May 15, 2024
BUY
$108.27 - $119.34 $40,709 - $44,871
376 Added 9.08%
4,516 $538,000
Q4 2023

Feb 14, 2024
BUY
$93.68 - $113.63 $387,835 - $470,428
4,140 New
4,140 $466,000

Others Institutions Holding VFVA

# of Institutions
104
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
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