San Luis Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024
Number of Shares
104,168
Previous 94,370 10.38%
Holding current value
$10.4 Million
Previous $9.57 Million 9.11%
% of portfolio
1.98%
Previous 1.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
9,798 Added 10.38%
104,168 $10.4 Million
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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