Baker Tilly Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Baker Tilly Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$47.36 - $51.14 $46,791 - $50,526	-988 Reduced 18.47%	4,360 $222,000
Q3 2023 Oct 10, 2023	SELL	$48.03 - $50.5 $159,219 - $167,407	-3,315 Reduced 38.27%	5,348 $257,000
Q2 2023 Jul 20, 2023	BUY	$49.5 - $51.06 $57,519 - $59,331	1,162 Added 15.49%	8,663 $435,000
Q1 2023 Apr 12, 2023	BUY	$49.32 - $51.02 $369,949 - $382,701	7,501 New	7,501 $380,000

1,178

510M

39.6K

85.7K

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