Luminvest Wealth Management LLC VANGUARD MUN BD FDS Transaction History

Luminvest Wealth Management LLC

  • $279 Billion
  • Q2 2025
Number of Shares
4,782
Previous 6,598 27.52%
Holding current value
$471 Million
Previous $652 Million 27.72%
% of portfolio
0.17%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-1,816 Reduced 27.52%
4,782 $471 Million
Q4 2024

Jan 28, 2025
BUY
N/A
338 Added 5.4%
6,598 $656 Million
Q3 2024

Oct 30, 2024
BUY
N/A
4,189 Added 202.27%
6,260 $632 Million
Q1 2024

Oct 30, 2024
BUY
N/A
2,071 New
2,071 $209 Million
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