Olistico Wealth, LLC VANGUARD CORE BOND ETF Transaction History

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025
Number of Shares
1,694
Previous 1,271 33.28%
Holding current value
$131 Million
Previous $96.4 Million 36.13%
% of portfolio
0.08%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
423 Added 33.28%
1,694 $131 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-69 Reduced 5.15%
1,271 $96.4 Million
Q3 2024

Oct 08, 2024
BUY
N/A
771 Added 135.5%
1,340 $106 Million
Q2 2024

Jul 09, 2024
BUY
N/A
569 New
569 $43.3 Million
Track This Portfolio

Track Olistico Wealth, LLC Portfolio

Follow Olistico Wealth, 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 Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email