Vermillion & White Wealth Management Group, LLC CAPITAL GROUP CORE BALANCED ETF Transaction History

Vermillion & White Wealth Management Group, LLC

  • $154 Billion
  • Q2 2025
Number of Shares
8,120
Previous 7,801 4.09%
Holding current value
$272 Million
Previous $242 Million 12.35%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Aug 12, 2025
BUY
N/A
319 Added 4.09%
8,120 $272 Million
Q1 2025

May 14, 2025
BUY
N/A
7,801 New
7,801 $242 Million
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