Quantum Financial Planning Services, Inc. VANGUARD MALVERN FDS Transaction History

Quantum Financial Planning Services, Inc.

  • $247 Billion
  • Q3 2025
Number of Shares
340,754
Previous 342,796 0.6%
Holding current value
$26.7 Billion
Previous $26.6 Billion 0.47%
% of portfolio
10.81%
Previous 12.52%

Shares

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

Oct 14, 2025
SELL
N/A
-2,042 Reduced 0.6%
340,754 $26.7 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
268,914 Added 363.98%
342,796 $26.6 Billion
Q1 2025

May 08, 2025
BUY
N/A
4,655 Added 6.72%
73,882 $5.72 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
69,227 New
69,227 $5.25 Billion
Track This Portfolio

Track Quantum Financial Planning Services, Inc. Portfolio

Follow Quantum Financial Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email