Ae Wealth Management LLC Vanguard World Fd Esg U.S. Sto Transaction History

Ae Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$71.95 - $85.41 $168,578 - $200,115	2,343 New	2,343 $199,000
Q1 2023 Apr 14, 2023	BUY	$65.27 - $73.55 $47,712 - $53,765	731 Added 19.3%	4,518 $323,000
Q4 2022 Jan 31, 2023	BUY	$62.41 - $70.74 $29,831 - $33,813	478 Added 14.45%	3,787 $249,000
Q3 2022 Oct 25, 2022	BUY	$62.91 - $76.54 $17,866 - $21,737	284 Added 9.39%	3,309 $208,000
Q2 2022 Aug 03, 2022	BUY	$63.97 - $82.17 $7,356 - $9,449	115 Added 3.95%	3,025 $201,000
Q1 2022 Apr 18, 2022	BUY	$74.15 - $88.3 $40,782 - $48,565	550 Added 23.31%	2,910 $236,000
Q4 2021 Jan 20, 2022	BUY	$79.7 - $88.45 $188,092 - $208,742	2,360 New	2,360 $207,000

545

27.3M

700

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