Momentous Wealth Management, Inc. VANGUARD MALVERN FDS Transaction History

Momentous Wealth Management, Inc.

  • $155 Billion
  • Q2 2025
Number of Shares
327,879
Previous 301,858 8.62%
Holding current value
$25.4 Billion
Previous $23.4 Billion 8.83%
% of portfolio
16.44%
Previous 16.55%

Shares

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

Aug 13, 2025
BUY
N/A
26,021 Added 8.62%
327,879 $25.4 Billion
Q1 2025

May 08, 2025
BUY
N/A
54,307 Added 21.94%
301,858 $23.4 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
247,551 New
247,551 $18.8 Billion
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