Topsail Wealth Management, LLC VANGUARD MUN BD FDS Transaction History

Topsail Wealth Management, LLC

  • $547 Billion
  • Q2 2025
Number of Shares
110,311
Previous 79,045 39.55%
Holding current value
$8.12 Billion
Previous $5.87 Billion 38.29%
% of portfolio
1.48%
Previous 1.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
31,266 Added 39.55%
110,311 $8.12 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
45,689 Added 136.97%
79,045 $5.87 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
33,356 New
33,356 $2.49 Billion
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