A detailed history of Stokes Family Office, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Stokes Family Office, LLC holds 49,357 shares of VFVA stock, worth $5.87 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
49,357
Previous 46,784 5.5%
Holding current value
$5.87 Million
Previous $5.29 Million 12.48%
% of portfolio
0.67%
Previous 0.63%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$111.27 - $122.66 $286,297 - $315,604
2,573 Added 5.5%
49,357 $5.95 Million
Q2 2024

Jul 05, 2024

BUY
$110.79 - $118.48 $343,559 - $367,406
3,101 Added 7.1%
46,784 $5.29 Million
Q1 2024

May 06, 2024

BUY
$108.27 - $119.34 $521,320 - $574,622
4,815 Added 12.39%
43,683 $5.21 Million
Q4 2023

Feb 06, 2024

BUY
$93.68 - $113.63 $11,616 - $14,090
124 Added 0.32%
38,868 $4.38 Million
Q3 2023

Nov 13, 2023

BUY
$98.19 - $107.17 $496,645 - $542,065
5,058 Added 15.02%
38,744 $3.88 Million
Q2 2023

Aug 14, 2023

BUY
$90.85 - $99.93 $847,630 - $932,346
9,330 Added 38.31%
33,686 $3.36 Million
Q1 2023

May 08, 2023

BUY
$92.21 - $110.28 $2.25 Million - $2.69 Million
24,356 New
24,356 $2.36 Million

Others Institutions Holding VFVA

About VANGUARD WELLINGTON FD U S VAL


  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
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