Diversify Advisory Services, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
19,805
Previous 19,805 -0.0%
Holding current value
$1.98 Billion
Previous $1.93 Billion 2.71%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
19,805 New
19,805 $1.93 Billion
Q4 2024

Jan 16, 2025
SELL
N/A
-4,237 Reduced 31.86%
9,063 $896 Million
Q3 2024

Oct 24, 2024
BUY
N/A
13,300 New
13,300 $1.33 Billion
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