Grassi Investment Management VANGUARD WELLINGTON Transaction History

Grassi Investment Management

  • $1.26 Billion
  • Q2 2025
Number of Shares
3,326
Previous 3,307 0.57%
Holding current value
$260,000
Previous $239,000 8.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 21, 2025
BUY
N/A
19 Added 0.57%
3,326 $260,000
Q1 2025

Apr 10, 2025
BUY
N/A
19 Added 0.58%
3,307 $239,000
Q4 2024

Jan 13, 2025
BUY
N/A
274 Added 9.09%
3,288 $243,000
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
Track This Portfolio

Track Grassi Investment Management Portfolio

Follow Grassi Investment Management 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 Grassi Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Grassi Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email