Maia Wealth LLC VANGUARD WELLINGTON FD Transaction History

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Number of Shares
3,229
Previous 3,513 8.08%
Holding current value
$327 Million
Previous $355 Million 7.64%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 13, 2025
SELL
N/A
-284 Reduced 8.08%
3,229 $327 Million
Q2 2025

Aug 12, 2025
BUY
N/A
484 Added 15.98%
3,513 $355 Million
Q1 2025

May 12, 2025
BUY
N/A
113 Added 3.88%
3,029 $302 Million
Q4 2024

Feb 05, 2025
BUY
N/A
2,916 New
2,916 $294 Million
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