Stone Point Wealth LLC VANGUARD WELLINGTON FD Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025
Number of Shares
4,959
Previous 4,340 14.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 17, 2025
BUY
N/A
619 Added 14.26%
4,959 $0
Q1 2025

Apr 24, 2025
SELL
N/A
-1,333 Reduced 23.5%
4,340 $0
Q4 2024

Jan 28, 2025
SELL
N/A
-119 Reduced 2.05%
5,673 $0
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
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