Diversify Advisory Services, LLC VANGUARD INSTL INDEX FD Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
9,906
Previous 5,144 92.57%
Holding current value
$747 Million
Previous $388 Million 92.49%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
N/A
4,762 Added 92.57%
9,906 $747 Million
Q2 2025

Aug 14, 2025
BUY
N/A
5,144 New
5,144 $388 Million
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