Daner Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Daner Wealth Management, LLC

  • $145 Billion
  • Q2 2025
Number of Shares
11,866
Previous 4,541 161.31%
Holding current value
$919 Million
Previous $347 Million 165.14%
% of portfolio
0.63%
Previous 0.25%

Shares

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

Aug 13, 2025
BUY
N/A
7,325 Added 161.31%
11,866 $919 Million
Q4 2024

Feb 04, 2025
BUY
N/A
4,541 New
4,541 $347 Million
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