Haven Private, LLC VANGUARD WELLINGTON FD Transaction History

Haven Private, LLC

  • $226 Billion
  • Q3 2025
Number of Shares
31,930
Previous 31,015 2.95%
Holding current value
$3.25 Billion
Previous $3.13 Billion 3.97%
% of portfolio
1.44%
Previous 1.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
N/A
915 Added 2.95%
31,930 $3.25 Billion
Q2 2025

Aug 04, 2025
BUY
N/A
31,015 New
31,015 $3.13 Billion
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