Brown Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024
Number of Shares
2,642
Previous 1,984 33.17%
Holding current value
$265 Million
Previous $201 Million 31.61%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
658 Added 33.17%
2,642 $265 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-741 Reduced 27.19%
1,984 $201 Million
Q2 2024

Aug 13, 2024
BUY
N/A
209 Added 8.31%
2,725 $273 Million
Q1 2024

May 13, 2024
BUY
N/A
9 Added 0.36%
2,516 $253 Million
Q4 2023

Feb 14, 2024
BUY
N/A
2,507 New
2,507 $254 Million
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