Apcm Wealth Management For Individuals Vanguard Index Fds S&P 500 ETF Transaction History

Apcm Wealth Management For Individuals

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	BUY	$371.44 - $407.28 $103,631 - $113,631	279 Added 1328.57%	300 $122,000
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $7,321 - $8,041	21 New	21 $7,000
Q3 2020 Oct 06, 2020	SELL	$285.37 - $328.74 $551,905 - $635,783	-1,934 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$226.15 - $297.17 $709,432 - $932,222	-3,137 Reduced 61.86%	1,934 $548,000
Q1 2020 May 15, 2020	BUY	$204.27 - $310.92 $542,745 - $826,114	2,657 Added 110.07%	5,071 $1.2 Million
Q4 2019 Feb 11, 2020	BUY	$264.57 - $296.67 $638,671 - $716,161	2,414 New	2,414 $714,000
Q3 2019 Nov 18, 2019	SELL	$260.57 - $277.38 $629,015 - $669,595	-2,414 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$224.5 - $261.43 $22,001 - $25,620	98 Added 4.23%	2,414 $627,000
Q4 2018 Feb 14, 2019	SELL	$215.07 - $268.24 $57,853 - $72,156	-269 Reduced 10.41%	2,316 $532,000
Q3 2018 Nov 15, 2018	SELL	$248.79 - $269.75 $9,951 - $10,790	-40 Reduced 1.52%	2,585 $690,000
Q2 2018 Aug 15, 2018	BUY	$236.48 - $256.33 $2,364 - $2,563	10 Added 0.38%	2,625 $654,000
Q1 2018 May 16, 2018	BUY	$236.79 - $263.36 $95,426 - $106,134	403 Added 18.22%	2,615 $632,000
Q4 2017 Feb 16, 2018	BUY	$231.73 - $247.65 $512,586 - $547,801	2,212	2,212 $542,000

3,148

395M

2.09M

2.68M

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