Mb, Levis & Associates, LLC VANGUARD MALVERN FDS Transaction History

Mb, Levis & Associates, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
107
Previous 105 1.9%
Holding current value
$8.29 Million
Previous $8.17 Million 1.48%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
2 Added 1.9%
107 $8.29 Million
Q4 2024

May 07, 2025
BUY
N/A
2 Added 1.94%
105 $7.95 Million
Q3 2024

May 07, 2025
BUY
N/A
1 Added 0.98%
103 $8.17 Million
Q2 2024

May 07, 2025
BUY
N/A
1 Added 0.99%
102 $7.75 Million
Q1 2024

May 07, 2025
BUY
N/A
101 New
101 $7.73 Million
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