Grand Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Grand Wealth Management, LLC

  • $170 Million
  • Q1 2025
Number of Shares
54,005
Previous 42,671 26.56%
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
Q1 2025

May 06, 2025
BUY
N/A
11,334 Added 26.56%
54,005 $0
Q4 2024

Feb 12, 2025
BUY
N/A
10,584 Added 32.99%
42,671 $0
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