Bcs Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Bcs Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$50.36 - $51.06 $44,467 - $45,085	883 Added 11.83%	8,348 $422,000
Q4 2023 Jan 11, 2024	BUY	$47.36 - $51.14 $59,484 - $64,231	1,256 Added 20.23%	7,465 $381,000
Q3 2023 Oct 12, 2023	BUY	$48.03 - $50.5 $298,218 - $313,554	6,209 New	6,209 $299,000
Q1 2023 Apr 10, 2023	BUY	$49.32 - $51.02 $425,434 - $440,098	8,626 Added 77.8%	19,713 $999,000
Q4 2022 Jan 10, 2023	BUY	$47.5 - $50.06 $526,632 - $555,015	11,087 New	11,087 $549,000
Q1 2022 Apr 28, 2022	SELL	$51.44 - $54.88 $377,672 - $402,928	-7,342 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$54.5 - $55.03 $400,139 - $404,030	7,342 New	7,342 $403,000

1,142

493M

21.1K

21.7K

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