Grand Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024
Number of Shares
32,087
Previous 24,540 30.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
N/A
7,547 Added 30.75%
32,087 $0
Q2 2024

Aug 08, 2024
BUY
N/A
1,850 Added 8.15%
24,540 $0
Q1 2024

May 09, 2024
BUY
N/A
22,690 New
22,690 $0
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email