Evoke Wealth, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Number of Shares
37,402
Previous 26,042 43.62%
Holding current value
$3.73 Billion
Previous $2.54 Billion 46.8%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 14, 2025
BUY
N/A
11,360 Added 43.62%
37,402 $3.73 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
5,047 Added 24.04%
26,042 $2.54 Billion
Q1 2025

May 13, 2025
BUY
N/A
17,972 Added 594.51%
20,995 $2.07 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
3,023 New
3,023 $301 Million
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