Evanson Asset Management, LLC VANGUARD WELLINGTON FD Transaction History

Evanson Asset Management, LLC

  • $1.43 Billion
  • Q2 2025
Number of Shares
24,905
Previous 24,819 0.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 15, 2025
BUY
N/A
86 Added 0.35%
24,905 $0
Q1 2025

Apr 21, 2025
SELL
N/A
-938 Reduced 3.64%
24,819 $0
Q4 2024

Jan 16, 2025
BUY
N/A
123 Added 0.48%
25,757 $0
Q3 2024

Oct 07, 2024
BUY
N/A
76 Added 0.3%
25,634 $0
Q2 2024

Jul 12, 2024
BUY
N/A
467 Added 1.86%
25,558 $0
Q1 2024

Apr 12, 2024
BUY
N/A
20,191 Added 412.06%
25,091 $0
Q4 2023

Jan 18, 2024
BUY
N/A
4,900 New
4,900 $0
Track This Portfolio

Track Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, 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 Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evanson Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email