Position history for RWA WEALTH PARTNERS, LLC's holdings in VANGUARD WELLINGTON FD
RWA WEALTH PARTNERS, LLC holds 83,008 shares of VFVA (VANGUARD WELLINGTON FD), worth $11M as of 2025-Q4. The position was decreased (-11.2% shares). VFVA represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.
Current Value
$11M
Current Shares
83,008
Total Value Change
-$56.5M
Total Shares Change
-514,439
Other major holders of VFVA: Kestra Advisory Services, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC, BANK OF AMERICA CORP /DE/, Orion Porfolio Solutions, LLC
Decreased |
| 83,008 |
-11.2% |
| $11M |
| 0.1% |
| $133.80 |
0 |
| 2025-Q3 | Decreased | 93,420 | -22.4% | $11.9M | 0.1% | $126.59 | 0 |
| 2025-Q2 | Decreased | 120,395 | -76.4% | $14.2M | 0.2% | $117.02 | 0 |
| 2025-Q1 | Decreased | 509,809 | -4.6% | $58.1M | 0.7% | $111.79 | 0 |
| 2024-Q4 | Decreased | 534,554 | -10.9% | $63.3M | 0.8% | $115.08 | 0 |
| 2024-Q3 | Increased | 600,306 | +0.5% | $72.4M | 0.9% | $116.84 | 42 |
| 2024-Q2 | Decreased | 597,447 | -2.8% | $67.6M | 0.9% | $109.18 | 0 |