Cambridge Investment Research Advisors, Inc. VANGUARD WELLINGTON Transaction History

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Number of Shares
4,481
Previous 4,399 1.86%
Holding current value
$450,000
Previous $441,000 2.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 22, 2025
BUY
N/A
82 Added 1.86%
4,481 $450,000
Q4 2024

Feb 14, 2025
BUY
N/A
189 Added 4.49%
4,399 $441,000
Q3 2024

Oct 28, 2024
SELL
N/A
-151 Reduced 3.46%
4,210 $427,000
Q2 2024

Jul 26, 2024
SELL
N/A
-3,259 Reduced 42.77%
4,361 $436,000
Q1 2024

Apr 24, 2024
BUY
N/A
2,946 Added 63.03%
7,620 $767,000
Q4 2023

Feb 09, 2024
BUY
N/A
4,674 New
4,674 $474,000
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