Sterling Financial Planning, Inc. VANGUARD WELLINGTON FD Transaction History

Sterling Financial Planning, Inc.

  • $266 Million
  • Q1 2025
Number of Shares
28,424
Previous 25,649 10.82%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
2,775 Added 10.82%
28,424 $0
Q4 2024

Jan 31, 2025
BUY
N/A
4,864 Added 23.4%
25,649 $0
Q3 2024

Oct 31, 2024
BUY
N/A
1,715 Added 8.99%
20,785 $0
Q2 2024

Jul 30, 2024
SELL
N/A
-2,621 Reduced 12.08%
19,070 $0
Q1 2024

May 06, 2024
BUY
N/A
4,227 Added 24.2%
21,691 $0
Q4 2023

Jan 31, 2024
BUY
N/A
13,429 Added 332.81%
17,464 $0
Q3 2023

Nov 03, 2023
BUY
N/A
1,040 Added 34.72%
4,035 $0
Q2 2023

Jul 28, 2023
BUY
N/A
2,995 New
2,995 $0
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