Gutierrez Wealth Advisory, LLC VANGUARD MUN BD FDS Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025
Number of Shares
4,206
Previous 3,860 8.96%
Holding current value
$323 Million
Previous $292 Million 10.37%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Nov 12, 2025
BUY
N/A
346 Added 8.96%
4,206 $323 Million
Q2 2025

Jul 22, 2025
BUY
N/A
3,860 New
3,860 $292 Million
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