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VFVAVFVA
Showing 8 of 17 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in VANGUARD WELLINGTON FD

RWA WEALTH PARTNERS, LLC holds 72,691 shares of VFVA (VANGUARD WELLINGTON FD), worth $10.8M as of 2026-Q2. The position was decreased (-5.2% shares). VFVA represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$10.8M

Current Shares

72,691

Total Value Change

-$61.6M

Total Shares Change

-527,615

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
72,691
-5.2%
$10.8M0.1%$148.43
0
2026-Q1
Decreased
76,698
-7.6%
$10.3M0.1%$140.44
0
2025-Q4
Decreased
83,008
-11.2%
$11M0.1%$133.80
0
2025-Q3
Decreased
93,420
-22.4%
$11.9M0.1%$126.59
0
2025-Q2
Decreased
120,395
-76.4%
$14.2M0.2%$117.02
0
2025-Q1
Decreased
509,809
-4.6%
$58.1M0.7%$111.79
0
2024-Q4
Decreased
534,554
-10.9%
$63.3M0.8%$115.08
0
2024-Q3
Increased
600,306
+0.5%
$72.4M0.9%$116.84
42

Other major holders of VFVA: VANTAGEPOINT INVESTMENT ADVISERS LLC, BANK OF AMERICA CORP /DE/

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