Shanker Valleau Wealth Advisors, Inc. VANGUARD MALVERN FDS Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q1 2025
Number of Shares
151,232
Previous 148,446 1.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
N/A
2,786 Added 1.88%
151,232 $0
Q4 2024

Jan 06, 2025
BUY
N/A
148,446 New
148,446 $0
Track This Portfolio

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, 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 Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email