Baker Tilly Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Baker Tilly Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$130.77 - $144.24 $6,669 - $7,356	-51 Reduced 1.35%	3,738 $489,000
Q2 2023 Jul 20, 2023	BUY	$127.92 - $138.38 $17,397 - $18,819	136 Added 3.72%	3,789 $524,000
Q4 2022 Jan 26, 2023	BUY	$122.51 - $142.75 $28,667 - $33,403	234 Added 6.84%	3,653 $0
Q2 2021 Jul 30, 2021	BUY	$136.19 - $145.71 $465,633 - $498,182	3,419 New	3,419 $480,000

1,107

68M

28.7K

1.8K

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.