Williams Jones Wealth Management, Llc. VANGUARD BD INDEX FD INC SC GW Transaction History

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025
Number of Shares
3,193
Previous 4,263 25.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
SELL
N/A
-1,070 Reduced 25.1%
3,193 $0
Q4 2024

Feb 14, 2025
BUY
N/A
4,263 New
4,263 $0
Q1 2022

May 16, 2022
SELL
N/A
-2,222 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
N/A
-150 Reduced 6.32%
2,222 $220,000
Q4 2020

Feb 16, 2021
BUY
N/A
2,372 New
2,372 $223,000
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