Baker Tilly Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Baker Tilly Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$150.16 - $171.16 $274,192 - $312,538	1,826 New	1,826 $311,000
Q4 2022 Jan 26, 2023	BUY	$144.84 - $158.71 $131,514 - $144,108	908 Added 31.26%	3,813 $0
Q3 2022 Oct 20, 2022	SELL	N/A	-150 Reduced 4.91%	2,905 $393,000
Q2 2022 Jul 28, 2022	SELL	N/A	-1,702 Reduced 35.78%	3,055 $438,000
Q1 2022 Apr 27, 2022	SELL	N/A	-497 Reduced 9.46%	4,757 $771,000
Q4 2021 Feb 08, 2022	BUY	N/A	5,254 New	5,254 $902,000
Q3 2021 Nov 02, 2021	SELL	N/A	-2,517 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	N/A	2,517 New	2,517 $390,000

2,250

204M

463K

229K

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