Grand Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Grand Wealth Management, LLC

  • $180 Million
  • Q2 2025
Number of Shares
54,315
Previous 54,005 0.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2025
BUY
N/A
310 Added 0.57%
54,315 $0
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
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