Bridgewealth Advisory Group, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Bridgewealth Advisory Group, LLC

  • $275 Billion
  • Q3 2024
Number of Shares
8,763
Previous 4,914 78.33%
Holding current value
$888 Million
Previous $488 Million 81.88%
% of portfolio
0.32%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
3,849 Added 78.33%
8,763 $888 Million
Q2 2024

Aug 13, 2024
BUY
N/A
4,914 New
4,914 $488 Million
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