Dakota Wealth Management VANGUARD WELLINGTON FD Transaction History

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Number of Shares
29,200
Previous 16,200 80.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2025
BUY
N/A
13,000 Added 80.25%
29,200 $0
Q1 2025

May 01, 2025
BUY
N/A
9,100 Added 128.17%
16,200 $0
Q4 2024

Jan 17, 2025
BUY
N/A
7,100 New
7,100 $0
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