Axxcess Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Number of Shares
24,260
Previous 35,578 31.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
SELL
N/A
-11,318 Reduced 31.81%
24,260 $0
Q1 2025

Apr 30, 2025
BUY
N/A
35,578 New
35,578 $0
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