L.K. Benson & Company, P.C. VANGUARD MALVERN FDS Transaction History

L.K. Benson & Company, P.C.

  • $144 Billion
  • Q1 2025
Number of Shares
5,568
Previous 4,074 36.67%
Holding current value
$431 Million
Previous $309 Million 39.58%
% of portfolio
0.3%
Previous 0.22%

Shares

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

Apr 24, 2025
BUY
N/A
1,494 Added 36.67%
5,568 $431 Million
Q4 2024

Feb 10, 2025
BUY
N/A
4,074 New
4,074 $309 Million
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