Gutierrez Wealth Advisory, LLC VANGUARD MALVERN FDS Transaction History

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025
Number of Shares
112,717
Previous 112,458 0.23%
Holding current value
$8.74 Billion
Previous $8.71 Billion 0.43%
% of portfolio
5.86%
Previous 7.07%

Shares

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

Jul 22, 2025
BUY
N/A
259 Added 0.23%
112,717 $8.74 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
5,480 Added 5.12%
112,458 $8.71 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
106,978 New
106,978 $8.11 Billion
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