Beacon Pointe Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Number of Shares
82,845
Previous 33,311 148.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
49,534 Added 148.7%
82,845 $0
Q2 2025

Aug 13, 2025
BUY
N/A
29,690 Added 819.94%
33,311 $0
Q1 2025

May 13, 2025
SELL
N/A
-871 Reduced 19.39%
3,621 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,855 Added 70.35%
4,492 $0
Q2 2024

Aug 12, 2024
BUY
N/A
2,637 New
2,637 $0
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