L.K. Benson & Company, P.C. VANGUARD MALVERN FDS Transaction History

L.K. Benson & Company, P.C.

  • $186 Billion
  • Q3 2025
Number of Shares
8,596
Previous 7,595 13.18%
Holding current value
$674 Million
Previous $589 Million 14.38%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Nov 04, 2025
BUY
N/A
1,001 Added 13.18%
8,596 $674 Million
Q2 2025

Jul 23, 2025
BUY
N/A
2,027 Added 36.4%
7,595 $589 Million
Q1 2025

Apr 24, 2025
BUY
N/A
1,494 Added 36.67%
5,568 $431 Million
Q4 2024

Feb 10, 2025
BUY
N/A
4,074 New
4,074 $309 Million
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