Gutierrez Wealth Advisory, LLC VANGUARD MALVERN FDS Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025
Number of Shares
119,023
Previous 112,717 5.59%
Holding current value
$9.33 Billion
Previous $8.74 Billion 6.72%
% of portfolio
5.97%
Previous 5.86%

Shares

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

Nov 12, 2025
BUY
N/A
6,306 Added 5.59%
119,023 $9.33 Billion
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
Track This Portfolio

Track Gutierrez Wealth Advisory, LLC Portfolio

Follow Gutierrez Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gutierrez Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gutierrez Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email