Balasa Dinverno & Foltz LLC Vanguard Whitehall Fds (Vangua Transaction History

Balasa Dinverno & Foltz LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$99.2 - $114.57 $189,670 - $219,057	-1,912 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$107.24 - $115.01 $11,581 - $12,421	-108 Reduced 5.35%	1,912 $215,000
Q3 2021 Oct 26, 2021	SELL	$102.3 - $108.36 $14,731 - $15,603	-144 Reduced 6.65%	2,020 $209,000
Q2 2021 Jul 23, 2021	SELL	$101.6 - $107.95 $84,023 - $89,274	-827 Reduced 27.65%	2,164 $227,000
Q1 2021 Apr 29, 2021	SELL	$90.4 - $101.83 $172,121 - $193,884	-1,904 Reduced 38.9%	2,991 $302,000
Q3 2020 Nov 10, 2020	BUY	$77.57 - $85.18 $379,705 - $416,956	4,895 New	4,895 $396,000
Q2 2020 Aug 07, 2020	SELL	$67.79 - $86.78 $305,055 - $390,510	-4,500 Closed	0 $0
Q3 2017 Oct 18, 2017	BUY	N/A	4,500	4,500 $365,000

1,795

179M

1.89M

525K

Get notified when there are updates to the investment portfolio of Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.