L.K. Benson & Company, P.C. VANGUARD WELLINGTON FD Transaction History

L.K. Benson & Company, P.C.

  • $163 Billion
  • Q2 2025
Number of Shares
5,034
Previous 5,010 0.48%
Holding current value
$508 Million
Previous $504 Million 0.9%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Jul 23, 2025
BUY
N/A
24 Added 0.48%
5,034 $508 Million
Q1 2025

Apr 24, 2025
BUY
N/A
3 Added 0.06%
5,010 $504 Million
Q4 2024

Feb 10, 2025
BUY
N/A
5,007 New
5,007 $502 Million
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