Diversify Advisory Services, LLC VANGUARD MALVERN FDS Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
7,307
Previous 7,365 0.79%
Holding current value
$573 Million
Previous $572 Million 0.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
N/A
-58 Reduced 0.79%
7,307 $573 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-598 Reduced 7.51%
7,365 $572 Million
Q1 2025

May 05, 2025
BUY
N/A
7,963 New
7,963 $618 Million
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