Williams Jones Wealth Management, Llc. VANGUARD INDEX FDS GRW INDEX A Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
1,104
Previous 1,173 5.88%
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
-69 Reduced 5.88%
1,104 $0
Q1 2025

May 15, 2025
BUY
N/A
1,173 New
1,173 $0
Q1 2024

May 07, 2024
BUY
N/A
1,539 New
1,539 $0
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