Diversify Advisory Services, LLC VANGUARD INSTL INDEX FD Transaction History

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025
Number of Shares
10,340
Previous 9,906 4.38%
Holding current value
$781 Million
Previous $747 Million 4.57%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
N/A
434 Added 4.38%
10,340 $781 Million
Q3 2025

Nov 12, 2025
BUY
N/A
4,762 Added 92.57%
9,906 $747 Million
Q2 2025

Aug 14, 2025
BUY
N/A
5,144 New
5,144 $388 Million
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