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

Quantum Financial Planning Services, Inc.

  • $183 Billion
  • Q1 2025
Number of Shares
73,882
Previous 69,227 6.72%
Holding current value
$5.72 Billion
Previous $5.25 Billion 9.01%
% of portfolio
3.13%
Previous 2.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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