Vermillion & White Wealth Management Group, LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Vermillion & White Wealth Management Group, LLC

  • $176 Billion
  • Q3 2025
Number of Shares
8,718
Previous 8,120 7.36%
Holding current value
$303 Million
Previous $272 Million 11.47%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 25, 2025
BUY
N/A
598 Added 7.36%
8,718 $303 Million
Q2 2025

Aug 12, 2025
BUY
N/A
319 Added 4.09%
8,120 $272 Million
Q1 2025

May 14, 2025
BUY
N/A
7,801 New
7,801 $242 Million
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