Avaii Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Avaii Wealth Management, LLC

  • $171 Million
  • Q1 2025
Number of Shares
2,530
Previous 2,688 5.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 16, 2025
SELL
N/A
-158 Reduced 5.88%
2,530 $0
Q4 2024

Jan 21, 2025
SELL
N/A
-269 Reduced 9.1%
2,688 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-648 Reduced 17.98%
2,957 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-71 Reduced 1.93%
3,605 $0
Q1 2024

Apr 29, 2024
BUY
N/A
664 Added 22.05%
3,676 $0
Q4 2023

Feb 05, 2024
BUY
N/A
3,012 New
3,012 $0
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email