Enclave Advisors LLC VANGUARD MALVERN FDS Transaction History

Enclave Advisors LLC

  • $619 Billion
  • Q2 2025
Number of Shares
33,148
Previous 30,952 7.09%
Holding current value
$2.57 Billion
Previous $2.4 Billion 7.3%
% of portfolio
0.42%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
N/A
2,196 Added 7.09%
33,148 $2.57 Billion
Q1 2025

Apr 10, 2025
SELL
N/A
-4,109 Reduced 11.72%
30,952 $2.4 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
11,994 Added 52.0%
35,061 $2.66 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
23,067 New
23,067 $1.83 Billion
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