Pillar Financial Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Pillar Financial Advisors, LLC

  • $159 Billion
  • Q3 2025
Number of Shares
8,521
Previous 7,506 13.52%
Holding current value
$869 Million
Previous $758 Million 14.64%
% of portfolio
0.55%
Previous 0.52%

Shares

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

Nov 12, 2025
BUY
N/A
1,015 Added 13.52%
8,521 $869 Million
Q2 2025

Jul 23, 2025
SELL
N/A
-507 Reduced 6.33%
7,506 $758 Million
Q1 2025

Apr 14, 2025
BUY
N/A
427 Added 5.63%
8,013 $805 Million
Q4 2024

Feb 07, 2025
BUY
N/A
7,586 New
7,586 $760 Million
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