Creative One Wealth, LLC VANGUARD MALVERN FDS Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Number of Shares
84,165
Previous 59,848 40.63%
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

Aug 12, 2025
BUY
N/A
24,317 Added 40.63%
84,165 $0
Q1 2025

May 14, 2025
BUY
N/A
59,848 New
59,848 $0
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