Accredited Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Number of Shares
2,070
Previous 1,480 39.86%
Holding current value
$1.89 Billion
Previous $115 Million 1549.21%
% of portfolio
1.41%
Previous 0.09%

Shares

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

Nov 12, 2025
BUY
N/A
590 Added 39.86%
2,070 $1.89 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
1,480 New
1,480 $112 Million
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC 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 Accredited Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email