Landmark Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Landmark Wealth Management, LLC

  • $235 Million
  • Q2 2025
Number of Shares
82,113
Previous 84,050 2.3%
Holding current value
$6.39 Million
Previous $6.52 Million 2.01%
% of portfolio
2.72%
Previous 2.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-1,937 Reduced 2.3%
82,113 $6.39 Million
Q1 2025

May 02, 2025
SELL
N/A
-1,923 Reduced 2.24%
84,050 $6.52 Million
Q4 2024

Jan 22, 2025
BUY
N/A
3,948 Added 4.81%
85,973 $6.53 Million
Q3 2024

Oct 30, 2024
BUY
N/A
82,025 New
82,025 $6.51 Million
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