Hb Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Hb Wealth Management, LLC

  • $15 Billion
  • Q4 2025
Number of Shares
20,341
Previous 19,481 4.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2026
BUY
N/A
860 Added 4.41%
20,341 $0
Q3 2025

Oct 23, 2025
BUY
N/A
15,281 Added 363.83%
19,481 $0
Q2 2025

Jul 17, 2025
BUY
N/A
4,200 New
4,200 $0
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