Ci Private Wealth, LLC VANGUARD WELLINGTON FD Transaction History

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025
Number of Shares
162,071
Previous 324,142 50.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Sep 26, 2025
SELL
N/A
-162,071 Reduced 50.0%
162,071 $0
Q2 2025

Aug 15, 2025
BUY
N/A
142,881 Added 78.83%
324,142 $0
Q1 2025

May 14, 2025
BUY
N/A
168,419 Added 1311.47%
181,261 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-1,087 Reduced 7.8%
12,842 $0
Q3 2024

Nov 12, 2024
BUY
N/A
11,145 Added 400.32%
13,929 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-205 Reduced 6.86%
2,784 $0
Q1 2024

May 09, 2024
SELL
N/A
-621 Reduced 17.2%
2,989 $0
Q4 2023

Feb 09, 2024
BUY
N/A
3,610 New
3,610 $0
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