Avitas Wealth Management LLC Vanguard Lg Trm Corp Bd ETF Transaction History

Avitas Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$71.62 - $78.79 $45,980 - $50,583	642 Added 0.7%	92,398 $6.62 Million
Q2 2023 Jul 18, 2023	BUY	$75.81 - $80.59 $104,996 - $111,617	1,385 Added 1.53%	91,756 $7.2 Million
Q1 2023 May 15, 2023	BUY	$75.56 - $82.45 $265,064 - $289,234	3,508 Added 4.04%	90,371 $7.2 Million
Q4 2022 Jan 10, 2023	BUY	$70.64 - $81.2 $6.14 Million - $7.05 Million	86,863 New	86,863 $0

319

69.4M

115K

243K

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

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