Values Added Financial LLC VANGUARD CALIF TAX FREE FDS Transaction History

Values Added Financial LLC

  • $159 Billion
  • Q3 2024
Number of Shares
7,298
Previous 7,298 -0.0%
Holding current value
$740 Million
Previous $725 Million 1.99%
% of portfolio
0.47%
Previous 0.52%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
N/A
7,298 New
7,298 $725 Million
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email