Altiora Financial Group, LLC VANGUARD WELLINGTON FD Transaction History

Altiora Financial Group, LLC

  • $547 Billion
  • Q3 2025
Number of Shares
40,731
Previous 38,831 4.89%
Holding current value
$4.15 Billion
Previous $3.92 Billion 5.93%
% of portfolio
0.76%
Previous 0.77%

Shares

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

Nov 05, 2025
BUY
N/A
1,900 Added 4.89%
40,731 $4.15 Billion
Q2 2025

Aug 08, 2025
SELL
N/A
-3,287 Reduced 7.8%
38,831 $3.92 Billion
Q1 2025

May 08, 2025
BUY
N/A
4,858 Added 13.04%
42,118 $4.23 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
37,260 New
37,260 $3.73 Billion
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