Breakwater Investment Management VANGUARD MALVERN FDS Transaction History

Breakwater Investment Management

  • $234 Billion
  • Q1 2025
Number of Shares
14,412
Previous 6,108 135.95%
Holding current value
$1.12 Billion
Previous $463 Million 140.99%
% of portfolio
0.48%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
8,304 Added 135.95%
14,412 $1.12 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
6,108 New
6,108 $463 Million
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