San Luis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Number of Shares
211,195
Previous 434,881 51.44%
Holding current value
$16.4 Million
Previous $33.7 Million 51.34%
% of portfolio
3.52%
Previous 7.61%

Shares

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

Jul 17, 2025
SELL
N/A
-223,686 Reduced 51.44%
211,195 $16.4 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-84,153 Reduced 16.21%
434,881 $33.7 Million
Q4 2024

Jan 14, 2025
BUY
N/A
38,759 Added 8.07%
519,034 $39.3 Million
Q3 2024

Oct 09, 2024
BUY
N/A
85,264 Added 21.59%
480,275 $38 Million
Q2 2024

Jul 12, 2024
BUY
N/A
395,011 New
395,011 $30 Million
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