Momentous Wealth Management, Inc. VANGUARD MALVERN FDS Transaction History

Momentous Wealth Management, Inc.

  • $158 Billion
  • Q3 2025
Number of Shares
330,596
Previous 327,879 0.83%
Holding current value
$25.9 Billion
Previous $25.4 Billion 1.91%
% of portfolio
16.44%
Previous 16.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
2,717 Added 0.83%
330,596 $25.9 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
26,021 Added 8.62%
327,879 $25.4 Billion
Q1 2025

May 08, 2025
BUY
N/A
54,307 Added 21.94%
301,858 $23.4 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
247,551 New
247,551 $18.8 Billion
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