Topsail Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Number of Shares
51,102
Previous 51,100 -0.0%
Holding current value
$5.21 Billion
Previous $5.16 Billion 0.99%
% of portfolio
0.88%
Previous 0.94%

Shares

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

Nov 04, 2025
BUY
N/A
2 Added 0.0%
51,102 $5.21 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
51,100 New
51,100 $5.16 Billion
Track This Portfolio

Track Topsail Wealth Management, LLC Portfolio

Follow Topsail Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topsail Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topsail Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email