Balance Wealth, LLC VANGUARD MALVERN FDS Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025
Number of Shares
188,976
Previous 183,251 3.12%
Holding current value
$14.8 Billion
Previous $14.4 Billion 2.45%
% of portfolio
4.74%
Previous 3.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
5,725 Added 3.12%
188,976 $14.8 Billion
Q3 2025

Oct 20, 2025
BUY
N/A
67,276 Added 58.01%
183,251 $14.4 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
63,748 Added 122.06%
115,975 $9.02 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
52,227 New
52,227 $4.05 Billion
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