Gutierrez Wealth Advisory, LLC VANGUARD MALVERN FDS Transaction History

Gutierrez Wealth Advisory, LLC

  • $123 Billion
  • Q1 2025
Number of Shares
112,458
Previous 106,978 5.12%
Holding current value
$8.71 Billion
Previous $8.11 Billion 7.37%
% of portfolio
7.07%
Previous 6.69%

Shares

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