Concord Wealth Partners VANGUARD MALVERN FDS Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025
Number of Shares
2,968
Previous 2,936 1.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
BUY
N/A
32 Added 1.09%
2,968 $0
Q2 2025

Jul 25, 2025
BUY
N/A
2,936 New
2,936 $0
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