Gutierrez Wealth Advisory, LLC VANGUARD WELLINGTON FD Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025
Number of Shares
15,474
Previous 15,376 0.64%
Holding current value
$1.58 Billion
Previous $1.55 Billion 1.63%
% of portfolio
1.01%
Previous 1.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
98 Added 0.64%
15,474 $1.58 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
15,376 New
15,376 $1.55 Billion
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