Williams Jones Wealth Management, Llc. VANGUARD BALANCED INDEX-ADM Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024
Number of Shares
8,444
Previous 8,444 -0.0%
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
Q4 2023

Feb 14, 2024
BUY
N/A
213 Added 2.59%
8,444 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-2,732 Reduced 24.92%
8,231 $0
Q2 2023

Aug 14, 2023
BUY
N/A
42 Added 0.38%
10,963 $0
Q1 2023

May 15, 2023
BUY
N/A
71 Added 0.65%
10,921 $0
Q4 2022

Feb 14, 2023
SELL
N/A
-518 Reduced 4.56%
10,850 $0
Q3 2022

Nov 14, 2022
BUY
N/A
2,818 Added 32.96%
11,368 $434,000
Q2 2022

Aug 15, 2022
BUY
N/A
39 Added 0.46%
8,550 $343,000
Q1 2022

May 16, 2022
BUY
N/A
68 Added 0.81%
8,511 $391,000
Q4 2021

Feb 14, 2022
BUY
N/A
8,443 New
8,443 $414,000
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