Beaird Harris Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025
Number of Shares
115,487
Previous 129,899 11.09%
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
Q1 2025

May 15, 2025
SELL
N/A
-14,412 Reduced 11.09%
115,487 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-40,680 Reduced 23.85%
129,899 $0
Q3 2024

Dec 02, 2024
SELL
N/A
-7,189 Reduced 4.04%
170,579 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-4,550 Reduced 2.5%
177,768 $0
Q1 2024

May 15, 2024
SELL
N/A
-872 Reduced 0.48%
182,318 $0
Q4 2023

Feb 27, 2024
BUY
N/A
154,778 Added 544.76%
183,190 $0
Q3 2023

Nov 15, 2023
BUY
N/A
28,412 New
28,412 $0
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