Altium Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Altium Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 23, 2020	SELL	$56.91 - $99.57 $205,160 - $358,949	-3,605 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$90.14 - $95.25 $187,851 - $198,501	-2,084 Reduced 36.63%	3,605 $335,000
Q3 2019 Nov 12, 2019	BUY	$91.64 - $93.61 $521,339 - $532,547	5,689 New	5,689 $530,000
Q2 2019 Jul 18, 2019	SELL	N/A	-2,574 Closed	0 $0
Q1 2019 Apr 26, 2019	BUY	N/A	2,574 New	2,574 $224,000
Q4 2018 Jan 18, 2019	SELL	N/A	-3,057 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-2,215 Reduced 42.01%	3,057 $247,000
Q2 2018 Aug 14, 2018	SELL	N/A	-1,152 Reduced 17.93%	5,272 $429,000
Q1 2018 Jun 06, 2018	SELL	N/A	-878 Reduced 12.02%	6,424 $485,000
Q4 2017 Jun 01, 2018	BUY	N/A	7,302	7,302 $606,000

1,825

242M

1.22M

1.53M

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

Stay updated on Altium Wealth Management LLC with notifications on news.