Avitas Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Avitas Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 13, 2020	SELL	$56.91 - $99.57 $306,289 - $535,885	-5,382 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$90.14 - $95.25 $3,245 - $3,429	-36 Reduced 0.66%	5,382 $499,000
Q3 2019 Oct 18, 2019	BUY	$91.64 - $93.61 $65,156 - $66,556	711 Added 15.11%	5,418 $505,000
Q2 2019 Jul 23, 2019	BUY	N/A	115 Added 2.5%	4,707 $411,000
Q1 2019 May 01, 2019	BUY	N/A	13 Added 0.28%	4,592 $399,000
Q4 2018 Feb 08, 2019	BUY	N/A	222 Added 5.1%	4,579 $341,000
Q3 2018 Nov 13, 2018	SELL	N/A	-9 Reduced 0.21%	4,357 $352,000
Q2 2018 Aug 13, 2018	BUY	N/A	4,366 New	4,366 $356,000

1,824

242M

1.22M

1.53M

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