Up Strategic Wealth Investment Advisors LLC VANGUARD MALVERN FDS Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025
Number of Shares
90,197
Previous 80,885 11.51%
Holding current value
$7.1 Billion
Previous $6.28 Billion 13.15%
% of portfolio
5.32%
Previous 4.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
N/A
9,312 Added 11.51%
90,197 $7.1 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
5,611 Added 7.45%
80,885 $6.28 Billion
Q1 2025

May 15, 2025
BUY
N/A
23,451 Added 45.25%
75,274 $5.83 Billion
Q4 2024

Feb 14, 2025
SELL
N/A
-653 Reduced 1.24%
51,823 $3.93 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
52,476 New
52,476 $4.16 Billion
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