Retirement Wealth Solutions LLC VANGUARD MALVERN FDS Transaction History

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025
Number of Shares
729
Previous 2,523 71.11%
Holding current value
$57.2 Million
Previous $196 Million 70.8%
% of portfolio
0.04%
Previous 0.14%

Shares

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

Oct 08, 2025
SELL
N/A
-1,794 Reduced 71.11%
729 $57.2 Million
Q2 2025

Jul 07, 2025
BUY
N/A
2,523 New
2,523 $196 Million
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