Brown Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Brown Wealth Management, LLC

  • $356 Billion
  • Q3 2025
Number of Shares
22,696
Previous 23,948 5.23%
Holding current value
$2.31 Billion
Previous $2.42 Billion 4.29%
% of portfolio
0.65%
Previous 0.75%

Shares

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

Nov 04, 2025
SELL
N/A
-1,252 Reduced 5.23%
22,696 $2.31 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
21,305 Added 806.09%
23,948 $2.42 Billion
Q1 2025

May 07, 2025
BUY
N/A
1 Added 0.04%
2,643 $266 Million
Q4 2024

Feb 13, 2025
BUY
N/A
658 Added 33.17%
2,642 $265 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-741 Reduced 27.19%
1,984 $201 Million
Q2 2024

Aug 13, 2024
BUY
N/A
209 Added 8.31%
2,725 $273 Million
Q1 2024

May 13, 2024
BUY
N/A
9 Added 0.36%
2,516 $253 Million
Q4 2023

Feb 14, 2024
BUY
N/A
2,507 New
2,507 $254 Million
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