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

Williams Jones Wealth Management, Llc.

28,896

Previous 29,153 0.88%

Previous $0 NaN%

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	N/A	-257 Reduced 0.88%	28,896 $0
Q1 2025 May 15, 2025	SELL	N/A	-197 Reduced 0.67%	29,153 $0
Q4 2024 Feb 14, 2025	BUY	N/A	1,417 Added 5.07%	29,350 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-376 Reduced 1.33%	27,933 $0
Q2 2024 Aug 05, 2024	SELL	N/A	-645 Reduced 2.23%	28,309 $0
Q1 2024 May 07, 2024	BUY	N/A	6,232 Added 27.43%	28,954 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-209 Reduced 0.91%	22,722 $0
Q3 2023 Nov 14, 2023	SELL	N/A	-92 Reduced 0.4%	22,931 $0
Q2 2023 Aug 14, 2023	SELL	N/A	-693 Reduced 2.92%	23,023 $0
Q1 2023 May 15, 2023	SELL	N/A	-521 Reduced 2.15%	23,716 $0
Q4 2022 Feb 14, 2023	BUY	N/A	8 Added 0.03%	24,237 $0
Q3 2022 Nov 14, 2022	BUY	N/A	7 Added 0.03%	24,229 $2.12 Million
Q2 2022 Aug 15, 2022	BUY	N/A	702 Added 2.98%	24,222 $2.22 Million
Q1 2022 May 16, 2022	SELL	N/A	-86 Reduced 0.36%	23,520 $2.61 Million
Q4 2021 Feb 14, 2022	BUY	N/A	393 Added 1.69%	23,606 $2.78 Million
Q3 2021 Nov 15, 2021	BUY	N/A	1,206 Added 5.48%	23,213 $2.51 Million
Q1 2021 May 17, 2021	SELL	N/A	-100 Reduced 0.45%	22,007 $2.21 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-233 Reduced 1.04%	22,107 $1.83 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-310 Reduced 1.37%	22,340 $1.7 Million
Q3 2019 Nov 14, 2019	BUY	N/A	22,650 New	22,650 $1.67 Million

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