Commonwealth Equity Services, LLC VANGUARD WELLINGTON FD Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Number of Shares
34,968
Previous 35,452 1.37%
Holding current value
$3.53 Million
Previous $3.56 Million 0.95%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 06, 2025
SELL
N/A
-484 Reduced 1.37%
34,968 $3.53 Million
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
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email