Garrett Investment Advisors LLC VANGUARD MALVERN FDS Transaction History

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025
Number of Shares
177,842
Previous 213,922 16.87%
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 14, 2025
SELL
N/A
-36,080 Reduced 16.87%
177,842 $0
Q1 2025

Apr 10, 2025
BUY
N/A
27,476 Added 14.74%
213,922 $0
Q4 2024

Jan 15, 2025
BUY
N/A
53,306 Added 40.04%
186,446 $0
Q3 2024

Oct 17, 2024
BUY
N/A
72,475 Added 119.47%
133,140 $0
Q2 2024

Jul 10, 2024
BUY
N/A
60,665 New
60,665 $0
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