Daner Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025
Number of Shares
11,884
Previous 11,866 0.15%
Holding current value
$0
Previous $919 Million 100.0%
% of portfolio
0.0%
Previous 0.63%

Shares

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

Oct 20, 2025
BUY
N/A
18 Added 0.15%
11,884 $0
Q2 2025

Aug 13, 2025
BUY
N/A
7,325 Added 161.31%
11,866 $919 Million
Q4 2024

Feb 04, 2025
BUY
N/A
4,541 New
4,541 $347 Million
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