Baker Tilly Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Baker Tilly Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$58.61 - $60.65 $402,767 - $416,786	-6,872 Reduced 39.82%	10,386 $609,000
Q1 2023 Apr 12, 2023	SELL	$57.72 - $60.39 $493,563 - $516,394	-8,551 Reduced 33.13%	17,258 $1.03 Million
Q4 2022 Jan 26, 2023	BUY	$57.14 - $59.67 $308,098 - $321,740	5,392 Added 26.41%	25,809 $0
Q3 2022 Oct 20, 2022	SELL	$57.73 - $62.32 $418,484 - $451,757	-7,249 Reduced 26.2%	20,417 $1.19 Million
Q2 2022 Jul 28, 2022	BUY	$59.34 - $62.5 $1.01 Million - $1.06 Million	17,033 Added 160.19%	27,666 $1.69 Million
Q1 2022 Apr 27, 2022	BUY	$62.43 - $66.15 $663,818 - $703,372	10,633 New	10,633 $669,000

767

387M

26.7K

12K

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

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.