Invenio Wealth Partners LLC VANGUARD CORE BOND ETF Transaction History

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 2025
Number of Shares
157,916
Previous 145,775 8.33%
Holding current value
$12.4 Billion
Previous $11.3 Billion 9.49%
% of portfolio
4.51%
Previous 4.5%

Shares

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

Nov 13, 2025
BUY
N/A
12,141 Added 8.33%
157,916 $12.4 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
145,775 New
145,775 $11.3 Billion
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