Grassi Investment Management VANGUARD WELLINGTON Transaction History

Grassi Investment Management

  • $1.16 Billion
  • Q3 2024
Number of Shares
3,014
Previous 2,998 0.53%
Holding current value
$241,000
Previous $229,000 5.24%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
N/A
16 Added 0.53%
3,014 $241,000
Q2 2024

Jul 09, 2024
BUY
N/A
18 Added 0.6%
2,998 $229,000
Q1 2024

Apr 10, 2024
BUY
N/A
16 Added 0.54%
2,980 $223,000
Q4 2023

Jan 10, 2024
BUY
N/A
2,964 New
2,964 $212,000
Q2 2022

Jul 12, 2022
SELL
N/A
-2,586 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
N/A
11 Added 0.43%
2,586 $202,000
Q4 2021

Jan 13, 2022
BUY
N/A
176 Added 7.34%
2,575 $216,000
Q3 2021

Oct 12, 2021
BUY
N/A
2,399 New
2,399 $201,000
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