Momentous Wealth Management, Inc. VANGUARD MALVERN FDS Transaction History

Momentous Wealth Management, Inc.

  • $141 Billion
  • Q1 2025
Number of Shares
301,858
Previous 247,551 21.94%
Holding current value
$23.4 Billion
Previous $18.8 Billion 24.54%
% of portfolio
16.55%
Previous 15.56%

Shares

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