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

Keeler & Nadler Financial Planning & Wealth Management

  • $273 Billion
  • Q3 2025
Number of Shares
182,450
Previous 121,433 50.25%
Holding current value
$14.3 Billion
Previous $9.42 Billion 51.86%
% of portfolio
5.24%
Previous 3.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
61,017 Added 50.25%
182,450 $14.3 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
42,330 Added 53.51%
121,433 $9.42 Billion
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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