Commonwealth Equity Services, LLC VANGUARD MUN BD FDS Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
181,551
Previous 171,083 6.12%
Holding current value
$18.2 Million
Previous $16.9 Million 8.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 22, 2025
BUY
N/A
10,468 Added 6.12%
181,551 $18.2 Million
Q2 2025

Aug 06, 2025
BUY
N/A
18,272 Added 11.96%
171,083 $16.9 Million
Q1 2025

May 09, 2025
BUY
N/A
4,233 Added 2.85%
152,811 $15.1 Million
Q4 2024

Feb 10, 2025
BUY
N/A
15,425 Added 11.58%
148,578 $14.8 Million
Q3 2024

Oct 18, 2024
BUY
N/A
51,305 Added 62.68%
133,153 $13.5 Million
Q2 2024

Jul 31, 2024
BUY
N/A
81,848 New
81,848 $8.14 Million
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, 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 Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email