Brio Consultants, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Brio Consultants, LLC

  • $666 Million
  • Q2 2025
Number of Shares
59,384
Previous 52,929 12.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
BUY
N/A
6,455 Added 12.2%
59,384 $0
Q1 2025

Jul 07, 2025
BUY
N/A
52,929 New
52,929 $0
Q4 2024

Jan 24, 2025
BUY
N/A
8,457 New
8,457 $0
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