New Insight Wealth Advisors VANGUARD INSTL INDEX FD Transaction History

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025
Number of Shares
6,057
Previous 7,663 20.96%
Holding current value
$458 Million
Previous $579 Million 20.89%
% of portfolio
0.17%
Previous 0.24%

Shares

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

Oct 29, 2025
SELL
N/A
-1,606 Reduced 20.96%
6,057 $458 Million
Q2 2025

Jul 16, 2025
BUY
N/A
7,663 New
7,663 $579 Million
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