Enclave Advisors LLC VANGUARD MALVERN FDS Transaction History

Enclave Advisors LLC

  • $586 Billion
  • Q1 2025
Number of Shares
30,952
Previous 35,061 11.72%
Holding current value
$2.4 Billion
Previous $2.66 Billion 9.83%
% of portfolio
0.41%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
N/A
-4,109 Reduced 11.72%
30,952 $2.4 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
11,994 Added 52.0%
35,061 $2.66 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
23,067 New
23,067 $1.83 Billion
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