Integrity Wealth Solutions LLC VANGUARD WELLINGTON FD Transaction History

Integrity Wealth Solutions LLC

  • $224 Billion
  • Q3 2025
Number of Shares
6,434
Previous 6,564 1.98%
Holding current value
$656 Million
Previous $662 Million 1.01%
% of portfolio
0.29%
Previous 0.32%

Shares

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

Nov 06, 2025
SELL
N/A
-130 Reduced 1.98%
6,434 $656 Million
Q2 2025

Aug 05, 2025
BUY
N/A
1,278 Added 24.18%
6,564 $662 Million
Q1 2025

Apr 22, 2025
BUY
N/A
2,810 Added 113.49%
5,286 $531 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-179 Reduced 6.74%
2,476 $248 Million
Q3 2024

Oct 21, 2024
SELL
N/A
-795 Reduced 23.04%
2,655 $269 Million
Q2 2024

Jul 26, 2024
BUY
N/A
20 Added 0.58%
3,450 $345 Million
Q1 2024

Apr 18, 2024
SELL
N/A
-234 Reduced 6.39%
3,430 $345 Million
Q4 2023

Feb 08, 2024
BUY
N/A
3,664 New
3,664 $372 Million
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