Pillar Financial Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Pillar Financial Advisors, LLC

  • $145 Billion
  • Q2 2025
Number of Shares
7,506
Previous 8,013 6.33%
Holding current value
$758 Million
Previous $805 Million 5.94%
% of portfolio
0.52%
Previous 0.6%

Shares

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