Bridgewealth Advisory Group, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Bridgewealth Advisory Group, LLC

  • $354 Billion
  • Q4 2024
Number of Shares
11,787
Previous 8,763 34.51%
Holding current value
$1.17 Billion
Previous $888 Million 31.98%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Feb 14, 2025
BUY
N/A
3,024 Added 34.51%
11,787 $1.17 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
3,849 Added 78.33%
8,763 $888 Million
Q2 2024

Aug 13, 2024
BUY
N/A
4,914 New
4,914 $488 Million
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