Rcs Financial Planning, LLC VANGUARD WELLINGTON FD Transaction History

Rcs Financial Planning, LLC

  • $201 Billion
  • Q2 2025
Number of Shares
6,990
Previous 7,580 7.78%
Holding current value
$705 Million
Previous $762 Million 7.4%
% of portfolio
0.35%
Previous 0.4%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
N/A
-590 Reduced 7.78%
6,990 $705 Million
Q1 2025

Apr 24, 2025
BUY
N/A
94 Added 1.26%
7,580 $762 Million
Q4 2024

Jan 22, 2025
BUY
N/A
496 Added 7.1%
7,486 $750 Million
Q3 2024

Oct 22, 2024
BUY
N/A
808 Added 13.07%
6,990 $709 Million
Q2 2024

Jul 19, 2024
BUY
N/A
240 Added 4.04%
6,182 $619 Million
Q4 2023

Feb 07, 2024
SELL
N/A
-4,253 Reduced 41.72%
5,942 $603 Million
Q3 2023

Nov 02, 2023
BUY
N/A
10,195 New
10,195 $1.01 Billion
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