Sweeney & Michel, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Sweeney & Michel, LLC

  • $298 Billion
  • Q3 2025
Number of Shares
6,092
Previous 5,176 17.7%
Holding current value
$608 Million
Previous $502 Million 21.26%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Nov 13, 2025
BUY
N/A
916 Added 17.7%
6,092 $608 Million
Q2 2025

Jul 14, 2025
BUY
N/A
1,892 Added 57.61%
5,176 $502 Million
Q1 2025

Apr 09, 2025
BUY
N/A
1,254 Added 61.77%
3,284 $314 Million
Q3 2024

Oct 21, 2024
BUY
N/A
14 Added 0.69%
2,030 $205 Million
Q2 2024

Jul 10, 2024
BUY
N/A
2,016 New
2,016 $201 Million
Track This Portfolio

Track Sweeney & Michel, LLC Portfolio

Follow Sweeney & Michel, 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 Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email