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

Quantum Financial Planning Services, Inc.

  • $212 Billion
  • Q2 2025
Number of Shares
342,796
Previous 73,882 363.98%
Holding current value
$26.6 Billion
Previous $5.72 Billion 364.88%
% of portfolio
12.52%
Previous 3.13%

Shares

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