Bridgewealth Advisory Group, LLC VANGUARD WELLINGTON FD Transaction History

Bridgewealth Advisory Group, LLC

  • $354 Billion
  • Q4 2024
Number of Shares
9,568
Previous 8,574 11.59%
Holding current value
$963 Million
Previous $870 Million 10.69%
% of portfolio
0.27%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
994 Added 11.59%
9,568 $963 Million
Q3 2024

Nov 13, 2024
BUY
N/A
51 Added 0.6%
8,574 $870 Million
Q2 2024

Aug 13, 2024
BUY
N/A
8,523 New
8,523 $853 Million
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