Captrust Financial Advisors VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Number of Shares
154,216
Previous 115,548 33.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
38,668 Added 33.46%
154,216 $0
Q1 2025

May 14, 2025
BUY
N/A
66,549 Added 135.82%
115,548 $0
Q4 2024

Feb 14, 2025
BUY
N/A
43,708 Added 826.08%
48,999 $0
Q3 2024

Nov 14, 2024
BUY
N/A
2,607 Added 97.13%
5,291 $0
Q2 2024

Aug 14, 2024
BUY
N/A
2,684 New
2,684 $0
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