Jacobson & Schmitt Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Jacobson & Schmitt Advisors, LLC

  • $572 Million
  • Q3 2025
Number of Shares
20,168
Previous 6,807 196.28%
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
Q3 2025

Nov 10, 2025
BUY
N/A
13,361 Added 196.28%
20,168 $0
Q2 2025

Aug 05, 2025
BUY
N/A
6,807 New
6,807 $0
Q4 2024

Feb 03, 2025
BUY
N/A
6,822 New
6,822 $0
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