Beacon Pointe Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Beacon Pointe Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$90.9 - $103.01 $52,722 - $59,745	580 Added 17.91%	3,818 $393,000
Q4 2023 Feb 08, 2024	BUY	$78.64 - $94.88 $30,590 - $36,908	389 Added 13.65%	3,238 $304,000
Q3 2023 Nov 14, 2023	BUY	$83.66 - $92.16 $27,524 - $30,320	329 Added 13.06%	2,849 $240,000
Q2 2023 Aug 11, 2023	BUY	$81.37 - $88.56 $6,916 - $7,527	85 Added 3.49%	2,520 $223,000
Q1 2023 May 12, 2023	BUY	$80.26 - $183.76 $195,433 - $447,455	2,435 New	2,435 $206,000
Q2 2022 Aug 11, 2022	SELL	$74.48 - $91.47 $82,225 - $100,982	-1,104 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$85.0 - $96.56 $93,840 - $106,602	1,104 New	1,104 $201,000

252

9.12M

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