Golden State Wealth Management, LLC VANGUARD TAX Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Number of Shares
505
Previous 1,010 50.0%
Holding current value
$49.7 Million
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
N/A
-505 Reduced 50.0%
505 $49.7 Million
Q1 2025

Apr 23, 2025
BUY
N/A
505 Added 100.0%
1,010 $0
Q4 2024

Jan 28, 2025
BUY
N/A
505 New
505 $50.3 Million
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