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Vanguard CA Long-Term Tax-Exempt Adm
Q2 2024 vs Q3 2024
Comparing institutional holders between quarters
Quarters
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
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Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
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Q3 2024 shares — high to low
Q3 2024 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2024 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Encompass Wealth Advisors, LLC
INCREASED
Shares
40,060
from 39,700
Change
+360
(+1%)
Value
$467.5K
(+$13.7K)
Filed 2024-11-05
Institution
Status
Q3 2024 ↓
Q2 2024
Change
% Change
Q2 2024 Value
Q3 2024 Value
Value Change
Filed
Encompass Wealth Advisors, LLC
INCREASED
40,060
39,700
+360
+1%
$453.8K
$467.5K
+$13.7K
2024-11-05
Showing 1 of 1 institutions