Bcr Wealth Strategies, LLC VANGUARD MALVERN FDS Transaction History

Bcr Wealth Strategies, LLC

  • $258 Million
  • Q2 2025
Number of Shares
254,508
Previous 154,792 64.42%
Holding current value
$19.7 Million
Previous $12 Million 64.74%
% of portfolio
7.64%
Previous 5.26%

Shares

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

Jul 24, 2025
BUY
N/A
99,716 Added 64.42%
254,508 $19.7 Million
Q1 2025

May 09, 2025
BUY
N/A
154,792 New
154,792 $12 Million
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