9258 Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

9258 Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$78.1 - $85.93 $209,464 - $230,464	-2,682 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$85.05 - $92.24 $93,640 - $101,556	-1,101 Reduced 29.1%	2,682 $231,000
Q4 2021 Feb 11, 2022	BUY	$92.55 - $94.67 $78,112 - $79,901	844 Added 28.72%	3,783 $351,000
Q3 2021 Nov 12, 2021	BUY	$94.41 - $96.13 $68,541 - $69,790	726 Added 32.81%	2,939 $277,000
Q2 2021 Aug 13, 2021	BUY	$92.83 - $95.07 $205,432 - $210,389	2,213 New	2,213 $210,000
Q1 2021 May 11, 2021	SELL	$92.62 - $97.02 $195,798 - $205,100	-2,114 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$95.37 - $97.17 $201,612 - $205,417	2,114 New	2,114 $205,000

1,172

485M

37.7K

125K

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on 9258 Wealth Management, LLC with notifications on news.