Wj Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wj Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$567.77 - $614.76 $5,677 - $6,147	-10 Reduced 2.48%	394 $241,000
Q2 2025 Jul 28, 2025	SELL	$456.74 - $568.03 $27,404 - $34,081	-60 Reduced 12.93%	404 $229,000
Q1 2025 Apr 24, 2025	SELL	$507.05 - $563.67 $64,902 - $72,149	-128 Reduced 21.62%	464 $238,000
Q4 2024 Jan 24, 2025	SELL	$521.84 - $558.82 $20,873 - $22,352	-40 Reduced 6.33%	592 $318,000
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $300,326 - $333,506	632 New	632 $333,000

3,875

545M

2.75M

3.12M

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

Stay updated on Wj Wealth Management, LLC with notifications on news.