Williams Jones Wealth Management, Llc. VANGUARD WORLD FDS HLTHCR INDX Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
2,000
Previous 2,600 23.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-600 Reduced 23.08%
2,000 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-24 Reduced 0.91%
2,600 $0
Q2 2024

Aug 05, 2024
BUY
N/A
9 Added 0.34%
2,624 $0
Q1 2024

May 07, 2024
BUY
N/A
2,615 New
2,615 $0
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