Sweeney & Michel, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Sweeney & Michel, LLC

  • $229 Billion
  • Q1 2025
Number of Shares
3,284
Previous 2,030 61.77%
Holding current value
$314 Million
Previous $205 Million 53.66%
% of portfolio
0.14%
Previous 0.08%

Shares

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

Apr 09, 2025
BUY
N/A
1,254 Added 61.77%
3,284 $314 Million
Q3 2024

Oct 21, 2024
BUY
N/A
14 Added 0.69%
2,030 $205 Million
Q2 2024

Jul 10, 2024
BUY
N/A
2,016 New
2,016 $201 Million
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