Baker Tilly Wealth Management, LLC Vanguard Value ETF Transaction History

Baker Tilly Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$131.82 - $149.95 $644,599 - $733,255	4,890 New	4,890 $731,000
Q4 2022 Jan 26, 2023	BUY	$124.69 - $146.24 $3.21 Million - $3.76 Million	25,732 New	25,732 $0
Q3 2021 Nov 02, 2021	SELL	$134.5 - $142.48 $250,977 - $265,867	-1,866 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$132.12 - $141.17 $7,927 - $8,470	-60 Reduced 3.12%	1,866 $257,000
Q1 2021 Apr 28, 2021	BUY	$117.44 - $132.31 $26,424 - $29,769	225 Added 13.23%	1,926 $253,000
Q4 2020 Feb 03, 2021	BUY	$101.75 - $119.15 $173,076 - $202,674	1,701 New	1,701 $202,000

2,293

536M

248K

266K

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