Commonwealth Equity Services, LLC VANGUARD MALVERN FDS Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
100,015
Previous 79,862 25.23%
Holding current value
$7.84 Million
Previous $6.2 Million 26.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
BUY
N/A
20,153 Added 25.23%
100,015 $7.84 Million
Q2 2025

Aug 06, 2025
BUY
N/A
6,399 Added 8.71%
79,862 $6.2 Million
Q1 2025

May 09, 2025
BUY
N/A
28,001 Added 61.59%
73,463 $5.69 Million
Q4 2024

Feb 10, 2025
BUY
N/A
20,335 Added 80.93%
45,462 $3.45 Million
Q3 2024

Oct 18, 2024
BUY
N/A
66 Added 0.26%
25,127 $1.99 Million
Q2 2024

Jul 31, 2024
SELL
N/A
-8,992 Reduced 26.41%
25,061 $1.91 Million
Q1 2024

Apr 29, 2024
BUY
N/A
30,169 Added 776.75%
34,053 $2.61 Million
Q4 2023

Feb 06, 2024
BUY
N/A
3,884 New
3,884 $300,000
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