Baron Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Baron Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 04, 2024	BUY	$47.36 - $51.14 $2,510 - $2,710	53 Added 0.76%	7,022 $358 Million
Q3 2023 Nov 01, 2023	BUY	$48.03 - $50.5 $2,401 - $2,525	50 Added 0.72%	6,969 $335 Million
Q2 2023 Aug 08, 2023	BUY	$49.5 - $51.06 $2,326 - $2,399	47 Added 0.68%	6,919 $347 Million
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $1,528 - $1,581	31 Added 0.45%	6,872 $348,000
Q4 2022 Jun 06, 2023	SELL	$47.5 - $50.06 $1,472 - $1,551	-31 Reduced 0.45%	6,841 $339 Million
Q4 2022 Apr 04, 2023	BUY	$47.5 - $50.06 $324,947 - $342,460	6,841 New	6,841 $338,000

1,175

508M

39.6K

85.7K

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