Core Wealth Advisors, Inc. VANGUARD WELLINGTON FD Transaction History

Core Wealth Advisors, Inc.

  • $297 Million
  • Q1 2025
Number of Shares
3,969
Previous 2,975 33.41%
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
Q1 2025

May 15, 2025
BUY
N/A
994 Added 33.41%
3,969 $0
Q4 2024

Feb 14, 2025
BUY
N/A
2,975 New
2,975 $0
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