Stone Point Wealth LLC VANGUARD WELLINGTON FD Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024
Number of Shares
5,792
Previous 6,029 3.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
N/A
-237 Reduced 3.93%
5,792 $0
Q2 2024

Jul 30, 2024
SELL
N/A
-823 Reduced 12.01%
6,029 $0
Q1 2024

May 01, 2024
SELL
N/A
-20 Reduced 0.29%
6,852 $0
Q4 2023

Jan 26, 2024
BUY
N/A
2,919 Added 73.84%
6,872 $0
Q3 2023

Oct 25, 2023
BUY
N/A
1,373 Added 53.22%
3,953 $0
Q2 2023

Jul 25, 2023
BUY
N/A
2,580 New
2,580 $0
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email