Creative Planning VANGUARD CALIF TAX FREE FDS Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025
Number of Shares
51,021
Previous 52,635 3.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
N/A
-1,614 Reduced 3.07%
51,021 $0
Q2 2025

Aug 08, 2025
BUY
N/A
36,723 Added 230.79%
52,635 $0
Q1 2025

May 15, 2025
BUY
N/A
318 Added 2.04%
15,912 $0
Q4 2024

Feb 14, 2025
BUY
N/A
4,675 Added 42.82%
15,594 $0
Q3 2024

Oct 11, 2024
BUY
N/A
7,356 Added 206.46%
10,919 $0
Q2 2024

Aug 15, 2024
BUY
N/A
361 Added 11.27%
3,563 $0
Q1 2024

May 10, 2024
BUY
N/A
3,202 New
3,202 $0
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