Williams Jones Wealth Management, Llc. VANGUARD SPECIALIZED PORTFOLIO Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
9,799
Previous 10,474 6.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-675 Reduced 6.44%
9,799 $0
Q1 2025

May 15, 2025
BUY
N/A
2,293 Added 28.03%
10,474 $0
Q4 2024

Feb 14, 2025
BUY
N/A
8,181 New
8,181 $0
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