Luminvest Wealth Management LLC VANGUARD MUN BD FDS Transaction History

Luminvest Wealth Management LLC

  • $248 Billion
  • Q4 2024
Number of Shares
6,598
Previous 6,260 5.4%
Holding current value
$656 Million
Previous $632 Million 3.77%
% of portfolio
0.26%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
N/A
338 Added 5.4%
6,598 $656 Million
Q3 2024

Oct 30, 2024
BUY
N/A
4,189 Added 202.27%
6,260 $632 Million
Q1 2024

Oct 30, 2024
BUY
N/A
2,071 New
2,071 $209 Million
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