Accredited Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Number of Shares
1,360
Previous 235 478.72%
Holding current value
$137 Million
Previous $23.6 Million 480.22%
% of portfolio
0.12%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
1,125 Added 478.72%
1,360 $137 Million
Q4 2024

Feb 14, 2025
BUY
N/A
235 New
235 $23.6 Million
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