Silver Oak Securities, Inc Vanguard Wellington Fd Transaction History

Silver Oak Securities, Inc

  • $1.33 Billion
  • Q4 2025

A detailed history of Silver Oak Securities, Inc transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Silver Oak Securities, Inc holds 2,756 shares of VFMV stock, worth $357,894. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,756
Previous 2,028 35.9%
Holding current value
$357,894
Previous $266,000 34.21%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 15, 2026
BUY
$127.32 - $131.39 $92,688 - $95,651
728 Added 35.9%
2,756 $357,000
Q3 2025

Oct 21, 2025
BUY
$126.35 - $131.95 $256,237 - $267,594
2,028 New
2,028 $266,000

Others Institutions Holding VFMV

# of Institutions
76
Shares Held
1.27M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

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