Williams Jones Wealth Management, Llc. VANGUARD INDEX FDS LCP INDX AD Transaction History

Williams Jones Wealth Management, Llc.

8,789

Previous 8,916 1.42%

Previous $0 NaN%

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	N/A	-127 Reduced 1.42%	8,789 $0
Q2 2024 Aug 05, 2024	SELL	N/A	-52 Reduced 0.58%	8,916 $0
Q1 2024 May 07, 2024	SELL	N/A	-703 Reduced 7.27%	8,968 $0
Q3 2023 Nov 14, 2023	SELL	N/A	-498 Reduced 4.9%	9,671 $0
Q2 2023 Aug 14, 2023	SELL	N/A	-400 Reduced 3.78%	10,169 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-394 Reduced 3.59%	10,569 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-243 Reduced 2.17%	10,963 $905,000
Q1 2022 May 16, 2022	SELL	N/A	-1,730 Reduced 13.37%	11,206 $1.18 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-1,096 Reduced 7.81%	12,936 $1.31 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-1,063 Reduced 7.04%	14,032 $1.42 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-20 Reduced 0.13%	15,095 $1.34 Million
Q3 2019 Nov 14, 2019	BUY	N/A	15,115 New	15,115 $1.04 Million

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