Vestia Personal Wealth Advisors FIDELITY ENHANCED LARGE CAP VALUE ETF Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025
Number of Shares
36,104
Previous 36,279 0.48%
Holding current value
$1.11 Billion
Previous $1.11 Billion 0.36%
% of portfolio
0.88%
Previous 0.91%

Shares

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

Apr 30, 2025
SELL
N/A
-175 Reduced 0.48%
36,104 $1.11 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-1,013 Reduced 2.72%
36,279 $1.11 Billion
Q3 2024

Nov 04, 2024
SELL
N/A
-20 Reduced 0.05%
37,292 $1.15 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
37,312 New
37,312 $1.07 Billion
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