Balance Wealth, LLC VANGUARD MALVERN FDS Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025
Number of Shares
115,975
Previous 52,227 122.06%
Holding current value
$9.02 Billion
Previous $4.05 Billion 122.74%
% of portfolio
5.28%
Previous 2.63%

Shares

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

Aug 13, 2025
BUY
N/A
63,748 Added 122.06%
115,975 $9.02 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
52,227 New
52,227 $4.05 Billion
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