San Luis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

San Luis Wealth Advisors LLC

248,447

Previous 228,620 8.67%

Previous $0 NaN%

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	N/A	19,827 Added 8.67%	248,447 $0
Q3 2025 Nov 18, 2025	BUY	N/A	17,425 Added 8.25%	228,620 $0
Q2 2025 Jul 17, 2025	SELL	N/A	-223,686 Reduced 51.44%	211,195 $16.4 Million
Q1 2025 Apr 18, 2025	SELL	N/A	-84,153 Reduced 16.21%	434,881 $33.7 Million
Q4 2024 Jan 14, 2025	BUY	N/A	38,759 Added 8.07%	519,034 $39.3 Million

Q3 2024 Oct 09, 2024	BUY	N/A	85,264 Added 21.59%	480,275 $38 Million
Q2 2024 Jul 12, 2024	BUY	N/A	395,011 New	395,011 $30 Million

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