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

Williams Jones Wealth Management, Llc.

3,682

Previous 4,185 12.02%

Previous $0 NaN%

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	N/A	-503 Reduced 12.02%	3,682 $0
Q4 2024 Feb 14, 2025	BUY	N/A	77 Added 1.87%	4,185 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-54 Reduced 1.3%	4,108 $0
Q2 2024 Aug 05, 2024	SELL	N/A	-60 Reduced 1.42%	4,162 $0
Q1 2024 May 07, 2024	BUY	N/A	733 Added 21.01%	4,222 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-1,428 Reduced 29.04%	3,489 $0
Q2 2023 Aug 14, 2023	BUY	N/A	1 Added 0.02%	4,917 $0
Q1 2023 May 15, 2023	BUY	N/A	1 Added 0.02%	4,916 $0
Q4 2022 Feb 14, 2023	BUY	N/A	1 Added 0.02%	4,915 $0
Q3 2022 Nov 14, 2022	BUY	N/A	1 Added 0.02%	4,914 $402,000
Q2 2022 Aug 15, 2022	BUY	N/A	1 Added 0.02%	4,913 $415,000
Q4 2021 Feb 14, 2022	BUY	N/A	214 Added 4.56%	4,912 $532,000
Q3 2021 Nov 15, 2021	SELL	N/A	-314 Reduced 6.26%	4,698 $493,000
Q1 2020 May 15, 2020	SELL	N/A	-276 Reduced 5.22%	5,012 $277,000
Q3 2019 Nov 14, 2019	BUY	N/A	5,288 New	5,288 $390,000

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