Landmark Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Landmark Wealth Management, LLC

  • $227 Million
  • Q1 2025
Number of Shares
84,050
Previous 85,973 2.24%
Holding current value
$6.52 Million
Previous $6.53 Million 0.21%
% of portfolio
2.88%
Previous 2.9%

Shares

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