Grassi Investment Management VANGUARD WELL FUND Transaction History

Grassi Investment Management

  • $1.17 Billion
  • Q4 2024
Number of Shares
4,822
Previous 4,421 9.07%
Holding current value
$207,000
Previous $205,000 0.98%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
N/A
401 Added 9.07%
4,822 $207,000
Q3 2024

Oct 22, 2024
BUY
N/A
4,421 New
4,421 $205,000
Q1 2021

Apr 12, 2021
SELL
N/A
-4,925 Closed
0 $0
Q4 2020

Jan 19, 2021
BUY
N/A
4,925 New
4,925 $218,000
Q2 2019

Jul 10, 2019
SELL
N/A
-5,838 Closed
0 $0
Q1 2019

Apr 10, 2019
BUY
N/A
5,838 New
5,838 $234,000
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