Topsail Wealth Management, LLC VANGUARD MUN BD FDS Transaction History

Topsail Wealth Management, LLC

  • $492 Billion
  • Q1 2025
Number of Shares
79,045
Previous 33,356 136.97%
Holding current value
$5.87 Billion
Previous $2.49 Billion 135.9%
% of portfolio
1.19%
Previous 0.53%

Shares

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