Bridgewealth Advisory Group, LLC VANGUARD WELLINGTON FD Transaction History

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Number of Shares
9,782
Previous 9,682 1.03%
Holding current value
$997 Million
Previous $977 Million 2.03%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Oct 23, 2025
BUY
N/A
100 Added 1.03%
9,782 $997 Million
Q2 2025

Aug 04, 2025
BUY
N/A
9,682 New
9,682 $977 Million
Q4 2024

Feb 14, 2025
BUY
N/A
994 Added 11.59%
9,568 $963 Million
Q3 2024

Nov 13, 2024
BUY
N/A
51 Added 0.6%
8,574 $870 Million
Q2 2024

Aug 13, 2024
BUY
N/A
8,523 New
8,523 $853 Million
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