Omni 360 Wealth, Inc. VANGUARD MALVERN FDS Transaction History

Omni 360 Wealth, Inc.

14,996

Previous 13,599 10.27%

$1.18 Billion

Previous $1.06 Billion 11.44%

0.66%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	N/A	1,397 Added 10.27%	14,996 $1.18 Billion
Q2 2025 Jul 07, 2025	BUY	N/A	1,804 Added 15.29%	13,599 $1.06 Billion
Q1 2025 Apr 30, 2025	SELL	N/A	-236 Reduced 1.96%	11,795 $915 Million
Q4 2024 Feb 14, 2025	BUY	N/A	2,733 Added 29.39%	12,031 $914 Million
Q3 2024 Oct 24, 2024	BUY	N/A	3,952 Added 73.92%	9,298 $737 Million
Q2 2024 Jul 19, 2024	BUY	N/A	1,826 Added 51.88%	5,346 $407 Million
Q1 2024 Apr 19, 2024	BUY	N/A	3,520 New	3,520 $270 Million

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