Commonwealth Equity Services, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
25,241
Previous 29,905 15.6%
Holding current value
$2.52 Million
Previous $2.92 Million 13.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
SELL
N/A
-4,664 Reduced 15.6%
25,241 $2.52 Million
Q2 2025

Aug 06, 2025
BUY
N/A
12,104 Added 68.0%
29,905 $2.92 Million
Q1 2025

May 09, 2025
BUY
N/A
1,610 Added 9.94%
17,801 $1.75 Million
Q4 2024

Feb 10, 2025
SELL
N/A
-989 Reduced 5.76%
16,191 $1.61 Million
Q3 2024

Oct 18, 2024
BUY
N/A
13,775 Added 404.55%
17,180 $1.74 Million
Q2 2024

Jul 31, 2024
BUY
N/A
3,405 New
3,405 $338,000
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