Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VSDBVSDB
3 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD MALVERN FDS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 12,399 shares of VSDB (VANGUARD MALVERN FDS), worth $942,076 as of 2026-Q2. The position was increased (+26.9% shares). VSDB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$942,076

Current Shares

12,399

Total Value Change

+$58,150

Total Shares Change

+861

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,399
+26.9%
$942,0760.0%$75.76
31
2026-Q1
Decreased
9,770
-15.3%
$743,5030.0%$74.96
0
2025-Q4
New
11,538
-
$883,9260.0%$74.80
34

Other major holders of VSDB: Integrated Wealth Concepts LLC, CITADEL ADVISORS LLC, TD Waterhouse Canada Inc.

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