Luminvest Wealth Management LLC VANGUARD CALIF TAX FREE FDS Transaction History

Luminvest Wealth Management LLC

  • $307 Billion
  • Q3 2025
Number of Shares
12,072
Previous 11,904 1.41%
Holding current value
$1.2 Billion
Previous $1.16 Billion 3.66%
% of portfolio
0.39%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
N/A
168 Added 1.41%
12,072 $1.2 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
11,904 New
11,904 $1.16 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
3,717 New
3,717 $370 Million
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