Kades & Cheifetz LLC VANGUARD WELLINGTON FD Transaction History

Kades & Cheifetz LLC

  • $195 Billion
  • Q4 2024
Number of Shares
30,924
Previous 45,564 32.13%
Holding current value
$3.1 Billion
Previous $4.62 Billion 32.91%
% of portfolio
1.59%
Previous 2.65%

Shares

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

Jan 13, 2025
SELL
N/A
-14,640 Reduced 32.13%
30,924 $3.1 Billion
Q3 2024

Oct 02, 2024
BUY
N/A
2,346 Added 5.43%
45,564 $4.62 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
5,794 Added 15.48%
43,218 $4.32 Billion
Q1 2024

May 06, 2024
BUY
N/A
17,906 Added 91.74%
37,424 $3.77 Billion
Q4 2023

Jan 29, 2024
BUY
N/A
19,518 New
19,518 $1.98 Billion
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