True Wealth Design, LLC Vanguard Wellington Fd U S Val Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

A detailed history of True Wealth Design, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, True Wealth Design, LLC holds 335 shares of VFVA stock, worth $42,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
335
Previous 404 17.08%
Holding current value
$42,397
Previous $47.8 Million 10.6%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 21, 2025
SELL
$116.21 - $129.7 $8,018 - $8,949
-69 Reduced 17.08%
335 $42.7 Million
Q2 2025

Aug 06, 2025
SELL
$97.51 - $118.42 $2,047 - $2,486
-21 Reduced 4.94%
404 $47.8 Million
Q4 2022

Feb 15, 2023
BUY
$89.74 - $105.14 $38,139 - $44,684
425 New
425 $41.9 Million

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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