Laurel Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Laurel Wealth Advisors LLC

  • $695 Million
  • Q3 2025
Number of Shares
14,477
Previous 1,385,053 98.95%
Holding current value
$0
Previous $13.7 Million 100.0%
% of portfolio
0.0%
Previous 0.2%

Shares

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

Nov 12, 2025
SELL
N/A
-1,370,576 Reduced 98.95%
14,477 $0
Q2 2025

Nov 24, 2025
SELL
N/A
-754 Reduced 5.21%
13,723 $0
Q2 2025

Aug 12, 2025
BUY
N/A
1,371,834 Added 10377.74%
1,385,053 $13.7 Million
Q1 2025

Apr 15, 2025
BUY
N/A
1,502 Added 12.82%
13,219 $0
Q4 2024

Jan 14, 2025
BUY
N/A
1,706 Added 17.04%
11,717 $0
Q3 2024

Nov 05, 2024
BUY
N/A
1,354 Added 15.64%
10,011 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-1,197 Reduced 12.15%
8,657 $0
Q1 2024

May 13, 2024
BUY
N/A
6,403 Added 185.54%
9,854 $0
Q4 2023

Feb 13, 2024
BUY
N/A
3,451 New
3,451 $0
Track This Portfolio

Track Laurel Wealth Advisors LLC Portfolio

Follow Laurel Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email