Keeler & Nadler Financial Planning & Wealth Management VANGUARD MALVERN FDS Transaction History

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 2025
Number of Shares
79,103
Previous 31,409 151.85%
Holding current value
$6.11 Billion
Previous $2.38 Billion 156.43%
% of portfolio
2.75%
Previous 1.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
N/A
47,694 Added 151.85%
79,103 $6.11 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
31,409 New
31,409 $2.38 Billion
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