Williams Jones Wealth Management, Llc. VANGUARD 500 INDEX FUND

Williams Jones Wealth Management, Llc.

9,820

Previous 9,390 4.58%

Previous $0 NaN%

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	N/A	430 Added 4.58%	9,820 $0
Q4 2024 Feb 14, 2025	BUY	N/A	1,016 Added 12.13%	9,390 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-130 Reduced 1.53%	8,374 $0
Q2 2024 Aug 05, 2024	BUY	N/A	73 Added 0.87%	8,504 $0
Q1 2024 May 07, 2024	SELL	N/A	-228 Reduced 2.63%	8,431 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-714 Reduced 7.62%	8,659 $0
Q3 2023 Nov 14, 2023	BUY	N/A	1,962 Added 26.47%	9,373 $0
Q2 2023 Aug 14, 2023	SELL	N/A	-328 Reduced 4.24%	7,411 $0
Q1 2023 May 15, 2023	BUY	N/A	5 Added 0.06%	7,739 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-365 Reduced 4.51%	7,734 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-6 Reduced 0.07%	8,099 $2.68 Million
Q2 2022 Aug 15, 2022	BUY	N/A	2,110 Added 35.2%	8,105 $2.83 Million
Q1 2022 May 16, 2022	SELL	N/A	-155 Reduced 2.52%	5,995 $2.51 Million
Q4 2021 Feb 14, 2022	BUY	N/A	340 Added 5.85%	6,150 $2.71 Million
Q3 2021 Nov 15, 2021	BUY	N/A	170 Added 3.01%	5,810 $2.31 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-108 Reduced 1.88%	5,640 $2.24 Million
Q1 2021 May 17, 2021	SELL	N/A	-11 Reduced 0.19%	5,748 $2.11 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-306 Reduced 5.05%	5,759 $2 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-12 Reduced 0.2%	6,065 $1.88 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-57 Reduced 0.93%	6,077 $1.74 Million
Q1 2020 May 15, 2020	BUY	N/A	4 Added 0.07%	6,134 $1.46 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-44 Reduced 0.71%	6,130 $1.83 Million
Q3 2019 Nov 14, 2019	BUY	N/A	6,174 New	6,174 $1.7 Million

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