Clearstead Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Number of Shares
175
Previous 138 26.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
N/A
37 Added 26.81%
175 $0
Q1 2024

May 14, 2024
BUY
N/A
138 New
138 $0
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