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

Keeler & Nadler Financial Planning & Wealth Management

  • $250 Billion
  • Q2 2025
Number of Shares
121,433
Previous 79,103 53.51%
Holding current value
$9.42 Billion
Previous $6.11 Billion 54.29%
% of portfolio
3.77%
Previous 2.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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