Axxcess Wealth Management, LLC Vanguard Utilities ETF Transaction History

Axxcess Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$140.07 - $152.05 $117,658 - $127,722	-840 Reduced 11.99%	6,167 $876,000
Q1 2023 May 03, 2023	BUY	$139.89 - $156.95 $301,043 - $337,756	2,152 Added 44.33%	7,007 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$143.55 - $158.16 $1.14 Million - $1.26 Million	-7,940 Reduced 62.06%	4,855 $744,000
Q3 2022 Nov 14, 2022	SELL	N/A	-785 Reduced 5.78%	12,795 $1.82 Million
Q2 2022 Aug 11, 2022	BUY	N/A	9,493 Added 232.27%	13,580 $2.07 Million

Q1 2022 Aug 11, 2022	SELL	N/A	-450 Reduced 9.92%	4,087 $662,000
Q4 2021 Aug 11, 2022	BUY	N/A	4,537 New	4,537 $710,000

519

12M

51.1K

16.2K

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