Topsail Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Number of Shares
24,906
Previous 14,964 66.44%
Holding current value
$1.95 Billion
Previous $1.16 Billion 68.22%
% of portfolio
0.33%
Previous 0.21%

Shares

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

Nov 04, 2025
BUY
N/A
9,942 Added 66.44%
24,906 $1.95 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
12,005 Added 405.71%
14,964 $1.16 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
2,959 New
2,959 $229 Million
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