Balanced Rock Investment Advisor VANGUARD MUN BD FDS Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025
Number of Shares
39,290
Previous 32,379 21.34%
Holding current value
$2.96 Billion
Previous $2.38 Billion 24.12%
% of portfolio
2.16%
Previous 1.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
6,911 Added 21.34%
39,290 $2.96 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
32,379 New
32,379 $2.38 Billion
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