Greenwich Wealth Management LLC VANGUARD MALVERN FDS Transaction History

Greenwich Wealth Management LLC

  • $2.06 Billion
  • Q2 2025
Number of Shares
56,823
Previous 84,702 32.91%
Holding current value
$4.41 Million
Previous $6.56 Million 32.78%
% of portfolio
0.21%
Previous 0.5%

Shares

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

Aug 13, 2025
SELL
N/A
-27,879 Reduced 32.91%
56,823 $4.41 Million
Q1 2025

May 12, 2025
BUY
N/A
4,459 Added 5.56%
84,702 $6.56 Million
Q4 2024

Feb 10, 2025
BUY
N/A
39,101 Added 95.04%
80,243 $6.08 Million
Q3 2024

Oct 29, 2024
BUY
N/A
30,847 Added 299.63%
41,142 $3.26 Million
Q2 2024

Aug 09, 2024
BUY
N/A
10,295 New
10,295 $783,000
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