Up Strategic Wealth Investment Advisors LLC VANGUARD MALVERN FDS Transaction History
Up Strategic Wealth Investment Advisors LLC
- $128 Billion
- Q2 2025
Number of Shares
80,885
Previous 75,274
7.45%
Holding current value
$6.28 Billion
Previous $5.83 Billion
7.66%
% of portfolio
4.89%
Previous 5.18%
Shares
4 transactions