Redwood Wealth Management Group, LLC VANGUARD 500 INDEX ADMIRAL Transaction History

Redwood Wealth Management Group, LLC

  • $236 Billion
  • Q3 2025
Number of Shares
812
Previous 1,430 43.22%
Holding current value
$501 Million
Previous $819 Million 38.77%
% of portfolio
0.21%
Previous 0.37%

Shares

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

Oct 24, 2025
SELL
N/A
-618 Reduced 43.22%
812 $501 Million
Q2 2025

Aug 05, 2025
BUY
N/A
4 Added 0.28%
1,430 $819 Million
Q1 2025

Apr 21, 2025
BUY
N/A
5 Added 0.35%
1,426 $738 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-12 Reduced 0.84%
1,421 $775 Million
Q3 2024

Nov 13, 2024
BUY
N/A
1,433 New
1,433 $762 Million
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