Gutierrez Wealth Advisory, LLC VANGUARD MUN BD FDS Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025
Number of Shares
54,301
Previous 52,432 3.56%
Holding current value
$4.09 Billion
Previous $3.86 Billion 5.93%
% of portfolio
2.61%
Previous 2.59%

Shares

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

Nov 12, 2025
BUY
N/A
1,869 Added 3.56%
54,301 $4.09 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
52,432 New
52,432 $3.86 Billion
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