Clearstead Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Number of Shares
12,404
Previous 5,316 133.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
N/A
7,088 Added 133.33%
12,404 $0
Q1 2025

May 13, 2025
BUY
N/A
5,141 Added 2937.71%
5,316 $0
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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