Cape Investment Advisory, Inc. VANGUARD MALVERN FDS Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025
Number of Shares
3,226
Previous 2,725 18.39%
Holding current value
$253 Million
Previous $211 Million 19.65%
% of portfolio
0.25%
Previous 0.08%

Shares

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

Dec 29, 2025
BUY
N/A
501 Added 18.39%
3,226 $253 Million
Q2 2025

Aug 19, 2025
BUY
N/A
2,528 Added 1283.25%
2,725 $211 Million
Q1 2025

May 16, 2025
BUY
N/A
197 New
197 $15.3 Million
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