Redwood Wealth Management Group, LLC Vanguard Wellesley Income Fund Transaction History

Redwood Wealth Management Group, LLC

  • $223 Billion
  • Q2 2025
Number of Shares
15,801
Previous 15,954 0.96%
Holding current value
$1.86 Billion
Previous $1.64 Billion 13.38%
% of portfolio
0.84%
Previous 0.84%

Shares

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

Aug 05, 2025
SELL
N/A
-153 Reduced 0.96%
15,801 $1.86 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-290 Reduced 1.79%
15,954 $1.64 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
815 Added 5.28%
16,244 $1.66 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
15,429 New
15,429 $1.82 Billion
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