Cape Investment Advisory, Inc. VANGUARD MALVERN FDS Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Number of Shares
2,725
Previous 197 1283.25%
Holding current value
$211 Million
Previous $15.3 Million 1285.91%
% of portfolio
0.08%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
N/A
2,528 Added 1283.25%
2,725 $211 Million
Q1 2025

May 16, 2025
BUY
N/A
197 New
197 $15.3 Million
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