Topsail Wealth Management, LLC VANGUARD MUN BD FDS Transaction History

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Number of Shares
200,004
Previous 110,311 81.31%
Holding current value
$15.1 Billion
Previous $8.12 Billion 85.45%
% of portfolio
2.55%
Previous 1.48%

Shares

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

Nov 04, 2025
BUY
N/A
89,693 Added 81.31%
200,004 $15.1 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
31,266 Added 39.55%
110,311 $8.12 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
45,689 Added 136.97%
79,045 $5.87 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
33,356 New
33,356 $2.49 Billion
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