Forvis Wealth Advisors, LLC VANGUARD MALVERN FDS Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025
Number of Shares
828,445
Previous 484,846 70.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
343,599 Added 70.87%
828,445 $0
Q1 2025

May 13, 2025
BUY
N/A
309,049 Added 175.8%
484,846 $0
Q4 2024

Feb 03, 2025
BUY
N/A
112,974 Added 179.83%
175,797 $0
Q3 2024

Nov 14, 2024
BUY
N/A
54,724 Added 675.69%
62,823 $0
Q2 2024

Aug 09, 2024
BUY
N/A
8,099 New
8,099 $0
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