Evanson Asset Management, LLC VANGUARD WELLINGTON FD Transaction History

Evanson Asset Management, LLC

  • $1.58 Billion
  • Q4 2025
Number of Shares
25,468
Previous 25,793 1.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
N/A
-325 Reduced 1.26%
25,468 $0
Q3 2025

Oct 14, 2025
BUY
N/A
888 Added 3.57%
25,793 $0
Q2 2025

Jul 15, 2025
BUY
N/A
86 Added 0.35%
24,905 $0
Q1 2025

Apr 21, 2025
SELL
N/A
-938 Reduced 3.64%
24,819 $0
Q4 2024

Jan 16, 2025
BUY
N/A
123 Added 0.48%
25,757 $0
Q3 2024

Oct 07, 2024
BUY
N/A
76 Added 0.3%
25,634 $0
Q2 2024

Jul 12, 2024
BUY
N/A
467 Added 1.86%
25,558 $0
Q1 2024

Apr 12, 2024
BUY
N/A
20,191 Added 412.06%
25,091 $0
Q4 2023

Jan 18, 2024
BUY
N/A
4,900 New
4,900 $0
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