Redwood Wealth Management Group, LLC Vanguard Wellington Fund Transaction History

Redwood Wealth Management Group, LLC

  • $223 Billion
  • Q2 2025
Number of Shares
10,326
Previous 10,307 0.18%
Holding current value
$806 Million
Previous $745 Million 8.12%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Aug 05, 2025
BUY
N/A
19 Added 0.18%
10,326 $806 Million
Q1 2025

Apr 21, 2025
BUY
N/A
60 Added 0.59%
10,307 $745 Million
Q4 2024

Jan 27, 2025
BUY
N/A
854 Added 9.09%
10,247 $760 Million
Q3 2024

Nov 13, 2024
BUY
N/A
9,393 New
9,393 $751 Million
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