San Luis Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025
Number of Shares
94,625
Previous 104,168 9.16%
Holding current value
$9.51 Million
Previous $10.4 Million 8.92%
% of portfolio
2.15%
Previous 1.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
N/A
-9,543 Reduced 9.16%
94,625 $9.51 Million
Q4 2024

Jan 14, 2025
BUY
N/A
9,798 Added 10.38%
104,168 $10.4 Million
Q3 2024

Oct 09, 2024
BUY
N/A
25,116 Added 36.27%
94,370 $9.57 Million
Q2 2024

Jul 12, 2024
BUY
N/A
69,254 New
69,254 $6.93 Million
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors 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 San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email