Pasadena Private Wealth, LLC VANGUARD MALVERN FDS Transaction History

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025
Number of Shares
5,929
Previous 5,316 11.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
N/A
613 Added 11.53%
5,929 $0
Q2 2025

Aug 01, 2025
BUY
N/A
28 Added 0.53%
5,316 $0
Q1 2025

May 08, 2025
BUY
N/A
990 Added 23.03%
5,288 $0
Q4 2024

Jan 31, 2025
BUY
N/A
928 Added 27.54%
4,298 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-44 Reduced 1.29%
3,370 $0
Q2 2024

Jul 19, 2024
BUY
N/A
618 Added 22.1%
3,414 $0
Q1 2024

Apr 15, 2024
BUY
N/A
2,796 New
2,796 $0
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