Sweeney & Michel, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Sweeney & Michel, LLC

  • $254 Billion
  • Q3 2024
Number of Shares
2,030
Previous 2,016 0.69%
Holding current value
$205 Million
Previous $201 Million 1.96%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 21, 2024
BUY
N/A
14 Added 0.69%
2,030 $205 Million
Q2 2024

Jul 10, 2024
BUY
N/A
2,016 New
2,016 $201 Million
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