Commonwealth Equity Services, LLC VANGUARD WELLINGTON FD Transaction History

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Number of Shares
35,452
Previous 18,759 88.99%
Holding current value
$3.56 Million
Previous $1.88 Million 89.42%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 09, 2025
BUY
N/A
16,693 Added 88.99%
35,452 $3.56 Million
Q4 2024

Feb 10, 2025
BUY
N/A
5,927 Added 46.19%
18,759 $1.88 Million
Q3 2024

Oct 18, 2024
BUY
N/A
3,349 Added 35.32%
12,832 $1.3 Million
Q2 2024

Jul 31, 2024
SELL
N/A
-1,163 Reduced 10.92%
9,483 $949,000
Q1 2024

Apr 29, 2024
BUY
N/A
2,921 Added 37.81%
10,646 $1.07 Million
Q4 2023

Feb 06, 2024
BUY
N/A
4,082 Added 112.05%
7,725 $783,000
Q3 2023

Oct 23, 2023
BUY
N/A
18 Added 0.5%
3,643 $360,000
Q2 2023

Aug 10, 2023
BUY
N/A
3,625 New
3,625 $364,000
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