San Luis Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Number of Shares
15,548
Previous 94,625 83.57%
Holding current value
$1.57 Million
Previous $9.51 Million 83.5%
% of portfolio
0.34%
Previous 2.15%

Shares

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

Jul 17, 2025
SELL
N/A
-79,077 Reduced 83.57%
15,548 $1.57 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-9,543 Reduced 9.16%
94,625 $9.51 Million
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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