Accredited Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025
Number of Shares
1,335
Previous 1,360 1.84%
Holding current value
$135 Million
Previous $137 Million 1.43%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Aug 12, 2025
SELL
N/A
-25 Reduced 1.84%
1,335 $135 Million
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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