Brown Wealth Management, LLC VANGUARD WELLINGTON FD Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024
Number of Shares
1,984
Previous 2,725 27.19%
Holding current value
$201 Million
Previous $273 Million 26.22%
% of portfolio
0.07%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-741 Reduced 27.19%
1,984 $201 Million
Q2 2024

Aug 13, 2024
BUY
N/A
209 Added 8.31%
2,725 $273 Million
Q1 2024

May 13, 2024
BUY
N/A
9 Added 0.36%
2,516 $253 Million
Q4 2023

Feb 14, 2024
BUY
N/A
2,507 New
2,507 $254 Million
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