Avaii Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 2025
Number of Shares
3,093
Previous 2,530 22.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 15, 2025
BUY
N/A
563 Added 22.25%
3,093 $0
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
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