Kaizen Financial Strategies VANGUARD MALVERN FDS Transaction History

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025
Number of Shares
122,783
Previous 119,448 2.79%
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

Aug 08, 2025
BUY
N/A
3,335 Added 2.79%
122,783 $0
Q1 2025

Apr 08, 2025
BUY
N/A
20,353 Added 20.54%
119,448 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-6,554 Reduced 6.2%
99,095 $0
Q3 2024

Nov 04, 2024
BUY
N/A
7,033 Added 7.13%
105,649 $0
Q2 2024

Aug 02, 2024
BUY
N/A
98,616 New
98,616 $0
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