San Luis Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Number of Shares
94,370
Previous 69,254 36.27%
Holding current value
$9.57 Million
Previous $6.93 Million 38.11%
% of portfolio
1.98%
Previous 1.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
N/A
25,116 Added 36.27%
94,370 $9.57 Million
Q2 2024

Jul 12, 2024
BUY
N/A
69,254 New
69,254 $6.93 Million
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